The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Awards 2024:
- CERTIFIED FINANCIAL PLANNER™ Professional of the Year Award
WINNER: Nicholas Grogan CFP™ Chartered FCSI (Financial Planning), PWS Financial Consulting
- Paraplanner of the Year Award, sponsored by The Association of Investment Companies
WINNER: Brad Sheridan, BRI Wealth Management
- CISI Accredited Financial Planning Firm™ of the Year Award, sponsored by Glascow Consulting
WINNER: Acumen Financial Planning
- Tony Sellon ‘Good Egg’ Award Memorial Prize
WINNER: Barry Horner Chartered MCSI, Paradigm Norton Financial Planning
- The Paul Etheridge Financial Planning Future Leader Award, sponsored by Lexington Wealth Management
WINNER: Emmelia Powell ACSI, Premier Wealth Solutions
Chris Morris, Chartered MCSI, CISI head of financial planning policy & engagement said: “Congratulations to all of our winners. These awards recognise both individual and firm excellence along with those who have made an outstanding contribution to the financial planning profession.”