The ultimate award for Accredited Financial Planning FirmsTM in the UK


There are almost 70 CISI Accredited Financial Planning Firms™ which are considered some of the most trusted financial planning firms in the UK. This award seeks to recognise which firm has made the strongest impact on the financial planning profession over the previous year.



Stage 1

Monday 14 June- Deadline for submissions

Stage 2

Friday 16 July - Shortlist announced

Stage 3

Tuesday 7 September - Interviews for shortlisted candidates


As well as the prestige of being recognised as a CISI Financial Planning Award Winner, the winning firm for this award will receive:

  • One free ticket and accommodation for The Financial Planning Conference 2022
  • Two free delegate places at The Accredited Financial Planning Firms™ Conference 2022
  • Award trophy
  • Winners logo to use for personal marketing
  • Announcement in our Members’ Magazine, The Review
  • Profile on the CISI website and social media channels


Andrew Elson CFP™, Founder, Berry & Oak
Janet Walford OBE, Chair of the CISI Financial Planning Editorial Panel