THE ULTIMATE AWARD FOR ACCREDITED FINANCIAL PLANNING FIRMSTM IN THE UK

Our Accredited Financial Planning Firms™ 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.

AWARD TIMELINE

Stage 1

Tuesday 7 June- Deadline for submissions

Stage 2

Tuesday 20 July - Shortlist announced

Stage 3

Wednesday 28 September - Interviews for shortlisted candidates

AWARD JUDGES

Keith Butten
CFP™ Chartered FCSI

Director, boosst

Ian Pickford
CFP™ Chartered MCSI

Head of Private Client, Mazars and Chair of the AFPF™ Steering Group

Janet Walford OBE

BENEFITS OF WINNING

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 2023
  • Two free delegate places at The Accredited Financial Planning Firms™ Conference 2023
  • 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

#fpawards22