Winners of CISI Financial Planning Awards 2021 revealed

By Lora Benson | Oct 05, 2021


The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Awards 2021:

Paraplanner of the Year Award 2021 – sponsored by Just

WINNER: Sarah Lees, Senior Paraplanner, Mazars Financial Planning Ltd


The CFPTM Professional of the Year Award 2021 – sponsored by The Association of Investment Companies

WINNER: Francis Klonowski CFPTM Chartered FCSI, Owner/sole proprietor Klonowski & Co

Highly Commended: Josh Butten CFPTM Chartered FCSI, Director, boosst


The David Norton Building Excellence Award 2021 – sponsored by FPadvance

WINNER: Oak Four


The AFPFTM of the Year Award 2021 – sponsored by CISI

WINNER:  Wells Gibson

Highly commended: Wealth Matters


The Tony Sellon ‘Good Egg’ Award 2021 – sponsored by CISI

WINNER: Sandy Robertson CFP™ Chartered FCSI - Acumen Financial Planning  

Sally Plant, CISI Head of Financial Planning said: “Congratulations to all of our winners and to those who have been highly commended. Their dedication to the ethos of financial planning shows them as consummate professionals, passionate to deliver life changing guidance to consumers throughout the UK.”