The Financial Planning Gala Awards

The CISI’s Financial Planning Gala Awards recognise the outstanding achievement of individuals and firms across the UK Financial Planning profession with a wide range of awards UK. We encourage all financial planning professionals in the UK to enter these distinguished awards. Each award is independently assessed by a judging panel or an independent assessor and the results are based on merit alone. Those who succeed can be duly proud of their achievement and fully deserve the respect and plaudits of our profession as well as the clients for whom they provide such a valuable service.

The CISI Financial Planning Gala Awards 2016 entries are now closed. Thank you to everyone who has entered the awards. Congratulations to all of this year's winners who were announced at the gala awards dinner at the CISI Financial Planning Annual Conference 2016 at the Celtic Manor Resort on Tuesday 4 October 2016.

Our awards

cfp professional award winner
david norton award
paraplanner
accredited firms award winner
financial planning award

Award winners of 2016

We’re delighted to congratulate all the winners of this year's financial planning gala awards.

  • Acumen Financial Planning won the award for Accredited Financial Planning FirmTM of the year
  • The Tony Sellon 'good egg' award was won by Jane Wheeler, Chartered FCSI
  • James Lee CFPTM MCSI, Riverfall Financial was awarded the Jonathon Timms memorial award
  • The Paraplanner of the Year award was awarded to Jenny Ryan, Paraplanner of Baigrie Davies
  • The Financial Planning Student of the Year was won by Antolijs 'Tony' Babanovs
  • Winton won the most Most Educational Exhibition Stand award and was also crowned the most Innovative and Creative exhibition stand

Untitled-2

Award winners of 2015

  • Cooper Parry Wealth won the award for Accredited Financial Planning Firm of the year
  • The Certified Financial Planner Professional of the year award was won by Paradigm North Financial Planning director William Pratt.
  • Branch Chairman of the year was won by Ashlea Financial Planning director Diane Weitz, Chairman of  the Cotswolds branch.
  • The David Norton Building Excellence award was won by First Wealth
  • The Tony Sellon “good egg” award was won by Baigrie Davies founder Arthur Davies. 
  • MDG associate director Keith Butten was awarded the Jonathon Timms memorial prize. 
  • The Paraplanner of the Year award went to Clarion Wealth Planning paraplanner Adam Wareing.
  • The Financial Planning Student of the Year was won by Helen Sleigh

Are you a previous award winner?

How has the award helped you and your firm in your career? Share your story with us

Press enquiries

Journalists with media enquiries or interview requests can contact: lora.benson@cisi.org

Award enquiries

If you have any enquiries regarding the awards, please contact: flagshipevents@cisi.org