Winners of CISI Financial Planning Awards 2024 revealed

By Lora Benson | Oct 15, 2024

Written by Lauren Johnson

The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Awards 2024:

  • CERTIFIED FINANCIAL PLANNER™ Professional of the Year Award

    WINNER: Nicholas Grogan CFP™ Chartered FCSI (Financial Planning), PWS Financial Consulting

  • Paraplanner of the Year Award, sponsored by The Association of Investment Companies

    WINNER: Brad Sheridan, BRI Wealth Management

  • CISI Accredited Financial Planning Firm™ of the Year Award, sponsored by Glascow Consulting

    WINNER: Acumen Financial Planning

  • Tony Sellon ‘Good Egg’ Award Memorial Prize

    WINNER: Barry Horner Chartered MCSI, Paradigm Norton Financial Planning

  • The Paul Etheridge Financial Planning Future Leader Award, sponsored by Lexington Wealth Management
    WINNER: 
    Emmelia Powell ACSI, Premier Wealth Solutions

Chris Morris, Chartered MCSI, CISI head of financial planning policy & engagement said: “Congratulations to all of our winners. These awards recognise both individual and firm excellence along with those who have made an outstanding contribution to the financial planning profession.”