David Norton Building Excellence Award 2020


If you are part of an ambitious financial planning firm looking to elevate their status through expert mentoring and business support, this award is for you.

We are looking to identify a firm who could benefit from extra support that would elevate them to the levels needed to become an Accredited Financial Planning Firm™. This award cannot be entered by CISI Accredited Financial Planning Firms™.

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Stage 1

Monday 14 June - Deadline for submissions

Stage 2

Monday 16 August - Shortlist announced

Stage 3

Tuesday 21 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 place on the FP Advance Uncover Your Business Potential Course
  • One free ticket and accommodation for The Financial Planning 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


Martin Ruskin CFP™ Chartered FCSI, Client Director, Paradigm Norton
Katey Pigden, News Editor, Money Marketing