Winners of CISI Financial Planning Gala Awards 2018 revealed

By Lora Benson | Oct 02, 2018


The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Gala Awards 2018:


  • Accredited Financial Planning FirmTM of the Year

    WINNER: Acumen Financial Planning


  • Certified Financial PlannerTM of the Year

    WINNER: Graham Wingar CFPTM Chartered MCSI


  • Paraplanner of the Year Award

    WINNER: Rebecca Tuck APP Chartered MCSI


  • David Norton Building Excellence Award

    WINNER: Balance Wealth Planning


  • Tony Sellon ‘Good Egg’ Award
  • WINNER: Diane Weitz CFPTM Chartered MCSI


Jacqueline Lockie CFP™ Chartered FCSI, CISI Head of Financial Planning said: “We are delighted to congratulate such worthy winners of this year’s Financial Planning awards.  It shows how good and healthy financial planning is in the UK.  The winners are at various stages of their own personal and business financial planning journeys and it is a privilege to be able to recognise the best.  We congratulate all the entrants for their hard work and effort that they put in not just for these awards, but on a daily basis to provide great financial planning to their clients.”