Welcome to the Intelligent Investor

"For the great enemy of truth is very often not the lie - deliberate, contrived and dishonest - but the myth - persistent, persuasive, and unrealistic. Too often we hold fast to the clichés of our forebears. We subject all facts to a prefabricated set of interpretations. We enjoy the comfort of opinion without the discomfort of thought"

John F Kennedy 1962

JFK was referring to the US economy, but his words are equally applicable to the complex world of modern investing. At Collins Ward we help our clients to understand the nature and realities of modern institutionally dominated investment markets, by dispelling the ‘persistent, pervasive, and unrealistic’ myths that inhibit successful investment performance.

2008 will be remembered as a year when many long-held beliefs were exposed by the severity of market forces. The Intelligent Investor column aims to provide incisive commentary on wealth management issues and move investors, in JFK’s words, ‘to a new, difficult, but essential confrontation with reality.’

October 20, 2009

Christian Ward wins inheritance tax planning award at personal finance ‘Oscars’


Christian Ward, Managing Director of Collins Ward Capital Management Ltd, was awarded the coveted title of ‘Inheritance Tax Planner of the year’ at the 2009 Money Management Financial Planner of the year awards. The Money Management awards are in their twelfth year and have been dubbed ‘the Oscars of the personal finance industry’ by BBC Panorama.

The awards are a challenging test of a planner’s technical and practical skills and culminate in a gruelling interview conducted by the panel of judges.

At a gala awards event at the Dorchester Hotel on London’s Park Lane, in presenting the award to Christian, Janet Walford OBE, editor of Money Management magazine said: “I am delighted to see new entrants and repeat winners to this toughly fought area of financial advice. This year in particular the competition was extremely tough with a record number of entries and the highest quality of candidates. This latter point alone reflects the high and still growing standards of the personal finance community and show that these awards are won purely on talent”.

Christian comments that “This is the first year that I have entered the awards and I was surprised yet delighted to win the 2009 award. Inheritance tax planning is a specialism of mine, but forms one part of the overall wealth management service that I offer to clients. The Money Management awards are a test of true financial planning skill, requiring excellent technical knowledge as well as the ability to formulate practical solutions for client situations. I recommend all financial advisers and planners take the time to submit an entry and prove their ability against the peers. Making the finals is great affirmation that you really do know what you’re talking about”

You can read more about the 2009 award winners and view the case studies and winning entries on the Money Management website.


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