CISI Paraplanner of the Year Award 2020

Congratulations to Pippa Oldfield, assistant manager at Mazars UK


On 24 September, day one of our online CISI Paraplanner Conference 2020, Pippa was (virtually) presented with the CISI Paraplanner of the Year Award and £750 by Joanna George, strategic account director at Just, leading sponsors of this year’s conference.

The judges said: “This year’s winner was able to articulate technical knowledge clearly, in a client-friendly format, and their desire to keep learning as a paraplanner while sharing skills and knowledge with others was particularly impressive.”

Joe Lund, paraplanner at Investec Wealth and Investment UK, is the Highly Commended runner up, receiving a prize of £250. The judges said she is a “very impressive finalist”.

Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, said: “It was a pleasure to award these accolades to Pippa and Joe. They both richly deserve to be celebrated as they are fantastic examples to their peers of the professionalism that is in the talent pipeline. Their firms must also be congratulated for their support in nurturing these exciting, rising stars of tomorrow.”

Published: 25 Sep 2020
  • Financial planning and Paraplanning
  • CFP
  • CISI Paraplanner Conference 2020
  • paraplanning

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