Advisers honoured at CISI 2021 Financial Planning Awards

CISI honours outstanding advisers

Jenna Brown
clock • 1 min read

The winners of CISI Financial Planning Awards 2021 have been revealed with firms Oak Four and Wells Gibson among the winners.

Chartered Institute for Securities & Investment head of financial planning Sally Plant congratulated all the winners and those who had been highly commended. She said: "Their dedication to the ethos of financial planning shows them as consummate professionals, passionate to deliver life-changing guidance to consumers throughout the UK." The winners were: Paraplanner of the Year Award 2021 Winner: Sarah Lees, senior paraplanner, Mazars Financial Planning   The CFPTM Professional of the Year Award 2021 Winner: Francis Klonowski CFPTM Chartered FCSI, owner/sole proprietor ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

Labour's budget ‘main reason' for latest UK exits

Isabel Baxter
clock 17 April 2025 • 6 min read
UK inflation drops to 2.6% in March amid warnings of further price rises

UK inflation drops to 2.6% in March amid warnings of further price rises

Down two percentage points

Sorin Dojan
clock 16 April 2025 • 2 min read
Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

Sneha Shah
clock 15 April 2025 • 3 min read