CISI Accredited Financial Planning FirmsTM and members congratulated for achieving awards at the Professional Adviser Awards 2016

by Lora Benson | Feb 12, 2016

We are delighted to congratulate our Accredited Financial Planning FirmsTM and CISI members on their success at last night’s Professional Adviser Awards 2016, being nominated in eight categories and winning awards in four categories.

Adviser Firm of the Year (Wales)
WINNER:
UNIQ Family Wealth
Award accepted by Marlene Outrim, CFPTM Chartered FCSI, Managing Director, UNIQ Family Wealth
Finalist:
Penguin Wealth

Adviser Firm of the Year (Midlands & East Anglia)
WINNER
: Aurea Financial Planning
Award accepted by Becky Taylor, CFPTM Chartered FCSI, Managing Director, Aurea Financial Planning
Finalists:
Central Wealth Planning; Cooper Parry Wealth

Best Client Engagement Award
WINNER
: UNIQ Family Wealth
Award accepted by Marlene Outrim, CFPTM Chartered FCSI, Managing Director, UNIQ Family Wealth
Finalist:
Epoch Wealth Management

Adviser Website of the Year
GOLD:
Wealth Horizon – Chris Williams, CFPTM Chartered MCSI
BRONZE
: SaidSo – Keith Churchouse, CFPTM Chartered FCSI

Adviser Firm of the Year (South West)
HIGHLY COMMENDED
: Epoch Wealth Management
Finalist:
Proposito Financial Planning

Adviser Firm of the Year (Scotland & NI)
HIGHLY COMMENDED
: Acumen Financial Planning
Finalists:
AAB Wealth; Carbon Financial Partners; Gibson Financial Planning

Adviser Firm of the Year (North West)
Finalist:
Smart Financial Planning

Adviser Personality of the Year
Finalist:
David Hearne, Chartered FCSI, Satis Asset Management

Richard Bennett, CISI Regional Director, said: “These Awards are a testament to the professionalism demonstrated by these firms and members and their overall dedication to putting the client at the centre of their businesses.  The winners are some of the top financial planning firms in the UK and richly deserve their awards.”

“Very well done to all the advisers, paraplanners and administrators within each of these firms who are critical to the smooth and successful functioning of these businesses throughout the UK.”

More than 200 firms entered the awards, which are in their 11th year and seek to reward excellence in financial advice and the wider sector.

In order to become a CISI Accredited Financial Planning FirmTM a financial planning firm must:

  • evidence that it meets strict criteria in relation to the delivery of financial planning.
  • place clients at the heart of their business proposition and ensure they receive consistently excellent service.
  • re-confirm they meet the standards – on an annual basis to retain their Accredited Financial Planning FirmTM status.

If a financial planning firm wishes to apply to become an Accredited Financial Planning FirmTM, please contact sam.rees-adams@cisi.org.

For further information on the Chartered Institute for Securities & Investment contact Lora Benson +44 20 7645 0662/ +44 7801 521034 or lora.benson@cisi.org

Chartered Institute for Securities & Investment    

The CISI’s mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment industry.

Based in the City of London, the CISI is a global organisation with representative offices in financial centers such as Dublin, Singapore, Hong Kong, Manila, Dubai, Mumbai and Colombo.  We work in close cooperation with regulators, firms and other professional bodies worldwide and over 40,000 examinations were sat in 80 countries in the last twelve months. 

With 40,000 members in 116 countries, the CISI is the professional body which sets examinations and offers qualifications for those working, or looking to establish a career in the financial planning, wealth management and capital markets industry.