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 showcase the best and brightest in the industry.

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Award Categories

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.

Apply for the Award Terms and Conditions

Open to all Certified Financial Planner™ professionals, this is a brilliant way to demonstrate your financial planning proficiency and expert technical knowledge.

Apply for the Award Terms and Conditions

Our newest category celebrates exceptional individuals who demonstrate values that underpin the planning profession and hold the qualities to be a leader of tomorrow.

Apply for the Award Terms and Conditions

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.

Apply for the Award Terms and Conditions

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.

Apply for the Award Terms and Conditions

What to expect if you win

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.



Being a Financial Planning Award winner instantly elevates your credibility and reputation within the industry, showcasing your expertise and dedication to excellence

Enjoy complimentary tickets to the CISI 26 conference. Be a part of the largest gathering of financial planners

Your achievements will be spotlighted in our member's magazine, the Review, amplifying your reach and influence among peers and clients

Gain exposure on the CISI website and across our social media channels, further solidifying your status as a leader and innovator.


1 Cash prize only available for Paraplanner of the Year and Future Leader awards.
2 Free conference tickets only available for some awards. Please view the respective award terms & conditions for full details.

Meet our judges…

Judge - The CFP™ Professional of the Year Award

Alasdair Walker, CFP™ Chartered FCSI (Financial Planning)

Optimum Path Financial Planning Limited

Judge - The CFP™ Professional of the Year Award

Simoney Kyriakou

Editor FT Advisor

Judge - The CFP™ Professional of the Year Award

Nick Grogan, CFP™ Chartered FCSI (Financial Planning)

PWS Financial Consulting

Judge - The AFPF of the Year Award

Oliver Bourke, CFP Chartered FCSI

Mercury Wealth Management Limited

Judge - The AFPF of the Year Award

Keith Mackie, CFP™ Chartered FCSI (Financial Planning)

Acumen Financial Planning Ltd

Judge - The Paraplanner of the Year Award

Steven McBurnie, CFP™ APP Chartered FCSI (Financial Planning)

Wright, Johnston & Mackenzie LLP

Judge - The Paraplanner of the Year Award

Brad Sheridan

BRI Wealth Management Plc

Judge - The Paraplanner of the Year Award

Nick Britton, MCSI

Association of Investment Companies

Judge - The Paul Etheridge Financial Planning Future Leader Award

Warren Shute, CFP™ Chartered FCSI (Financial Planning)

Lexington Wealth Management Limited

Judge - The Paul Etheridge Financial Planning Future Leader Award

Sandra Paul

Prestwood Software Ltd

Contact information

For any enquiries or for further information please contact FPawards@cisi.org