Acumen Financial Planning was named as the Recognising Excellence - Accredited Financial Planning Firm of the Year at the Chartered Institute for Securities and Investment (CISI) Financial Planning Annual Conference last night.
Baigrie Davies paraplanner Jenny Ryan picked up the Paraplanner of the Year award at the conference's annual gala dinner hosted by ITV's Good Morning Britain presenter Charlotte Hawkins. The judges said Ryan had the "uncommon combination of great technical skill and great curiosity". Riverfall Financial's James Lee was presented with the Jonathon Timms Memorial Award. Given in memory of financial planner Jonathon Timms who died in a motorbike accident, the award goes to the candidate who has produced the best financial plan to meet the Certified Financial Planner certification standards ...
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