The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Awards 2022:
CERTIFIED FINANCIAL PLANNER™ Professional of the year, sponsored by NS&I
WINNER: David Hearne CFP™ Chartered FCSI (Financial Planning), Financial Planning Partners
Paraplanner of the year, sponsored by The Association of Investment Companies
WINNER: Kate Morris, Paradigm Norton Financial Planning
Accredited Financial Planning Firm™ of the year, sponsored by Glascow Consulting
WINNER: Berry & Oak
The Financial Planning Future Leader Award 2022
WINNER: James Beck CFP™ MCSI, Fiscal Engineers
The Tony Sellon “Good Egg” Award
WINNER: Keith Butten CFP™ Chartered FCSI (Financial Planning), boosst
Sally Plant, CISI Assistant Director Financial Planning and Education Development said: “Congratulations to all of our winners and to everyone who made time to enter the awards. Your achievements will inspire those who might be considering entering these awards next year, showcasing your dedication as financial planning professionals, providing life changing guidance to consumers.”