This prestigious programme recognises the outstanding achievements of individuals and firms across the UK financial planning profession. From innovative strategies to unwavering dedication and client success, our awards showcases the best and brightest in the industry.
Is there someone you feel has made a substantial contribution to the profession and deserves to be celebrated? Nominate a ‘Good Egg’ for the Tony Sellon award.
Open to all Certified Financial Planner™ professionals, this is a brilliant way to demonstrate your financial planning proficiency and expert technical knowledge.
Our newest category celebrates exceptional individuals who demonstrate values that underpin the planning profession and hold the qualities to be a leader of tomorrow.
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The ultimate award for paraplanners working in the UK, this is a highly prestigious award. This award is designed to test the core skills of a paraplanner, providing a platform to showcase their all-round excellence.
We want to recognise firms that go above and beyond, making an impact on the profession. Our Accredited Financial Planning Firms™ of the year award is an opportunity to celebrate firms that do this.
Winning a CISI Financial Planning Award is not just a moment of recognition, it's a catalyst for continued success, growth, and impact in your professional journey. Join the ranks of our esteemed winners and let your achievements shine bright.
Dan Atkinson, FPFS, CFP™ APP Chartered FCSI
Head of Technical,Paradigm Norton Financial Planning
Nick Britton ACSI
Research and Content Director,The AIC
Simoney Kyriakou
Senior Editor, FTAdviser
Alison Neale
2023 Winner of the Paraplanner of the Year Award
Director, Principle Paraplanning
Carly Dunningham CFP™ MCSI FPFS
Director & Chartered Financial Planner, Verso Wealth Management
Andrew D Elson FPFS CFPTM Chartered FCSI
Founder, Berry & Oak
Ian pickford CFP™ Chartered FCSI (Financial Planning)
Partner and Head of Private Client,Mazars Financial Planning
Justin Cash
Editor, Dow Jones’s Financial News
Warren Shute CFP™ Chartered FCSI (Financial Planning)
Chartered Wealth Manager,Lexington Wealth Management
Paul Grimes CFP™
Chief Professionalism Officer, Financial Planning Standards Board
Alasdair Walker CFP™ Chartered FCSI (Financial Planning)
2023 winner of The CFP™ Professional of the Year Award
Managing Director, Handford Alkenhead & Walker
Ollie Smith
UK Editor, Morningstar Wealth
For any enquiries or for further information please contact FPawards@cisi.org