Winners of CISI Financial Planning Awards 2022 revealed

By Lora Benson | Oct 07, 2022


The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Awards 2022:


CERTIFIED FINANCIAL PLANNER™ Professional 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.”