This prestigious programme recognises the outstanding achievements of individuals and firms across the UK financial planning profession. From innovative strategies to unwavering dedication and client success, our awards showcases the best and brightest in the industry.

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Award Categories

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

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

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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.

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

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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.

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What to expect if you win

Winning a CISI Financial Planning Award is not just a moment of recognition, it's a catalyst for continued success, growth, and impact in your professional journey. Join the ranks of our esteemed winners and let your achievements shine bright.



Being a Financial Planning Award winner instantly elevates your credibility and reputation within the industry, showcasing your expertise and dedication to excellence

Enjoy complimentary tickets to the CISI 25 conference. Be a part of the largest gathering of financial planners

Your achievements will be spotlighted in our member's magazine, the Review, amplifying your reach and influence among peers and clients

Gain exposure on the CISI website and across our social media channels, further solidifying your status as a leader and innovator.


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…

Judge - The Paraplanner of the Year Award

Dan Atkinson, FPFS, CFP™ APP Chartered FCSI

Head of Technical,
Paradigm Norton Financial Planning

Judge - The Paraplanner of the Year Award

Nick Britton ACSI

Research and Content Director,
The AIC

Judge - The Paraplanner of the Year Award

Simoney Kyriakou

Senior Editor,
FTAdviser

Judge - The Paraplanner of the Year Award

Alison Neale

2023 Winner of the Paraplanner of the Year Award

Director,
Principle Paraplanning

Judge - The AFPF of the Year Award

Carly Dunningham CFP™ MCSI FPFS

Director & Chartered Financial Planner,
Verso Wealth Management

Judge - The AFPF of the Year Award

Andrew D Elson FPFS CFPTM Chartered FCSI

Founder,
Berry & Oak

Judge - The AFPF of the Year Award

Ian pickford CFP™ Chartered FCSI (Financial Planning)

Partner and Head of Private Client,
Mazars Financial Planning

Judge - The AFPF of the Year Award

Justin Cash

Editor,
Dow Jones’s Financial News

Judge - The Paul Etheridge Financial
Planning Future Leader Award

Warren Shute CFP™ Chartered FCSI (Financial Planning)

Chartered Wealth Manager,
Lexington Wealth Management

Judge - The CFP™ Professional of the Year Award

Paul Grimes CFP™

Chief Professionalism Officer,
Financial Planning Standards Board

Judge - The CFP™ Professional of the Year Award

Alasdair Walker CFP™ Chartered FCSI (Financial Planning)

2023 winner of The CFP™ Professional of the Year Award

Managing Director,
Handford Alkenhead & Walker

Judge - The CFP™ Professional of the Year Award

Ollie Smith

UK Editor,
Morningstar Wealth

Contact information

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