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.
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.
Alasdair Walker, CFP™ Chartered FCSI (Financial Planning)
Optimum Path Financial Planning Limited
Simoney Kyriakou
Editor FT Advisor
Nick Grogan, CFP™ Chartered FCSI (Financial Planning)
PWS Financial Consulting
Oliver Bourke, CFP Chartered FCSI
Mercury Wealth Management Limited
Keith Mackie, CFP™ Chartered FCSI (Financial Planning)
Acumen Financial Planning Ltd
Steven McBurnie, CFP™ APP Chartered FCSI (Financial Planning)
Wright, Johnston & Mackenzie LLP
Brad Sheridan
BRI Wealth Management Plc
Nick Britton, MCSI
Association of Investment Companies
Warren Shute, CFP™ Chartered FCSI (Financial Planning)
Lexington Wealth Management Limited
Sandra Paul
Prestwood Software Ltd
For any enquiries or for further information please contact FPawards@cisi.org