accredited firms award winnerAccredited Financial Planning Firm of the year award

The CISI is committed to recognising excellence in the financial planning profession and awarding outstanding achievements in a number of categories. Accredited Financial Planning FirmsTM represent the leaders in the UK Financial Planning profession, so this is a particularly prestigious title to win, proving the winner's credentials as one of the UK's top financial planning firms.

The CISI Financial Planning Gala Awards 2016 entries are now closed. Thank you to everyone who has entered the awards.

About the award

This award seeks to recognise the Accredited Financial Planning FirmTM which has made the strongest impact on the Financial Planning profession over the previous 12 months, as well as assessing  business performance. The judges will be looking at the firm's contribution to the Financial Planning profession, innovation, and service excellence.

Firms are assessed by a panel of judges on their contribution to the Financial Planning profession as well as on business performance.  As well as the trophy and prizes, the winning firm receives considerable kudos and increased recognition across the profession.

The 2016 Competition opens for applications on 16 May 2016  and applications (i.e. fully completed entries) must be submitted in accordance with the terms and conditions by the closing time/date of 5pm on 17 June 2016.


Award open to applications 16 May 2016
Closing date for applications 5pm 17 June 2016
Deadline for receipt of completed entry 17 June 2016
Shortlisted candidates to be notified: Late July Late May/  Early June 2016
Face to face interviews to take place Early September
Winner announced on October 6 2015 at IFP Gala Awards Dinner, Celtic Manor Resort, Newport. 4 Ocotober 2016

Why should you apply? 

As well as the the award and the kudos of winning, a package of media opportunities will be available to further reinforce the business profile

  • Major Coverage in CISI media including Financial Planner Magazine, the CISI website and social media
  • Promotion of the company by CISI to external media including consumer press
  • One free delegate place at the CISI Financial Planning Annual Conference 2016 from 3-5 October 2016 (excluding accomodation)
  • Two free delegate places at the Accredited Financial Planning FirmsTM Conference 2017 (excluding accomodation)
  • Recognising Excellence Trophy to be held for one year and a framed certificate
  • Use of the winner's logo on corporate stationery, website, emails and in other communications as required.

Winners of the Recognising Excellence Award

  • 2016 - Acumen Financial Planning
  • 2015 - Cooper Parry Wealth
  • 2014 - Fiscal Engineers  
  • 2013 - Paradigm Norton

What does it mean to be an Accredited Financial Planning Firm?

Accredited Financial Planning Firms demonstrate excellence in everything they do and are recognised as some of the most trusted Financial Planning firms in the UK. They deliver a comprehensive Financial Planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide. For further information, please email

Judging Process

The process for entries and for the judging of the Award is as follows:

Stage 1: Judges review all submissions
Stage 2: Judges select shortlisted firms
Stage 3: Up to three shortlisted applicants will be invited to interview with the judging panel in early September
Stage 4: The winning firm will be announced at the CISI Financial Planning Conference in October 2016

The Judging Panel

Applications will be reviewed by the judging panel and shortlisted by late June/ early July. The judges are:

Rebecca Taylor, CFPTM
Chartered FCSI

CISI Board Director and Managing Director, Aurea Financial Planning

Janet Walford OBE

Consultant, IFP Professional Forum, CISI
If you have any enquiries regarding the Accredited Financial Planning Firm of the year award, please email