The CISI Financial Planning Awards 2023

We celebrated the outstanding achievements across the financial planning profession in October 2023.

Below you can hear from the winners who were able to accept the award at The Financial Planning Conference Gala Dinner.

Our newest category celebrates exceptional individuals who demonstrate values that underpin the planning profession and hold the qualities to be a leader of tomorrow.

Congratulations to Emily Martel CFP™, Chartered FCSI of Brooks Macdonald, our 2023 winner of the Paul Etheridge Financial Planning Future Leader Award.

The ultimate award for paraplanners working in the UK, this is a highly prestigious award. This award is designed to text the core skills of a paraplanner, providing a platform to showcase their all-round excellence.

Hear from the 2023 winner

Open to all Certified Financial Planner™ professionals, this is a brilliant way to demonstrate your financial planning proficiency and expert technical knowledge.

Hear from the 2023 winner

This award highlights the financial planning firms aiming to elevate their status with expert mentoring and business support, through becoming an Accredited Financial Planning Firm™.

Hear from the 2023 winner

We want to recognise firms that go above and beyond, making an impact on the profession. Our Accredited Financial Planning Firms™ of the year award is an opportunity to celebrate firms that do this.

Hear from the 2023 winner

Is there someone you feel has made a substantial contribution to the profession and deserves to be celebrated? Nominate a ‘Good Egg’ for the Tony Sellon award.

Hear from the 2023 winner

What to expect if you win

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 2024 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.

Meet our judges…

The Paraplanner of the Year Award

Dan Atkinson, FPFS, CFP™ APP Chartered FCSI
Head of Technical
Paradigm Norton Financial Planning
Nick Britton
Head of Intermediary Communications
Sarah Lees, FPFS, Step Affiliate
Paraplanner of the Year 2021 Winner
Simoney Kyriakou
Senior Editor
Siân Davies Cole CFP™ MCSI
Chartered Paraplanner & Director
Plan Works

The Certified Financial Planner™ Professional of the Year Award

Lois Vallely
Chief Reporter
Money Marketing
David Hearne CFP™ Chartered FCSI (Financial Planning)
Financial Planner
Financial Planning Partners Limited

The Paul Etheridge Financial Planning Future Leader Award

Warren Shute CFP™ Chartered FCSI
Chartered Wealth Manager
Lexington Wealth Management
Charles Walmsley
Editor, New Model Adviser®

The David Norton Building Excellence Award

Kevin Wood CFP™
Oak Four
Martin Ruskin CFP™ Chartered FCSI (Financial Planning)
Client Director
Paradigm Norton Financial Planning

The Accredited Financial Planning Firm™ Award

Crispin Glascow
Glascow Consulting
Jonathan Gibson CFP™ Chartered FCSI (Financial Planning)
Managing Director
Wells Gibson Limited
Ian pickford CFP™ Chartered FCSI (Financial Planning)
Mazars Financial Planning
Hope William Smith
Professional Adviser magazine

Contact information

For any enquiries or for further information please contact