The Chartered Institute for Securities & Investment (CISI), the professional body for Certified Financial Planners, has announced the winners of its Financial Planning Awards 2022.
The awards were presented last night at a gala dinner in Liverpool where the CISI Annual Financial Planning Conference was being held.
David Hearne CFP, of FPP IFA in Berkshire, won one of the top awards; CFP Professional of the Year, while Kate Morris of Paradigm Norton Financial Planning scooped the Paraplanner of the Year award.
Berry & Oak won the Accredited Financial Planning Firm of the Year.
The full list of award winners:
Certified Financial Planner 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.”
