THE CISI FINANCIAL PLANNING AWARDS WINNERS

The outstanding achievements of our finalists was announced in Liverpool on 6 October at the closing dinner of The Financial Planning Conference 2022. This massive celebration, took place at the iconic St. George’s Hall. Find out more about this year’s winners below.

Inspired to apply next year?
Register to be the first to hear when the awards launch next spring.
Register now

THE CISI FINANCIAL PLANNING AWARDS WINNERS ANNOUNCED

The outstanding achievements of our finalists was announced in Liverpool on 6 October at the closing dinner of The Financial Planning Conference 2022. This massive celebration, took place at the iconic St. George’s Hall.Find out more about this year’s winners below.

Inspired to apply next year?
Register to be the first to hear when the awards launch next spring.

Register now
New

WINNERS

James Beck CFP™ MCSI, Fiscal Engineers

WINNERS

Kate Morris, Paradigm Norton

WINNERS

David Hearne CFP™ Chartered Fellow (Financial Planning), Financial Planning Partners

WINNERS

Berry & Oak

WINNERS

Keith Butten CFP™ Chartered FCSI (Financial Planning), boosst

THE WINNERS WERE ENTITLED TO

As well as the prestige of being recognised as a CISI Financial Planning Award winner, to help you further your profile, you will receive an award trophy, and winners logo. The following prizes are also available:



Be in the spotlight with the most recognised financial planners in the UK

Free CISI 2023 conference tickets2. Be a part of the largest gathering of financial planning professionals

An announcement in our members’ magazine, The Review - circulated among 5500+ members

Feature on CISI website and social media channels


1 Cash prize only available for Paraplanner of the Year and Future Leader awards.
2 Free conference tickets only available for some awards. Please view the respective award terms & conditions for full details.

Contact information

For any enquiries or for further information please contact natalie.raeched@cisi.org