Winners of CISI Financial Planning Awards 2020 revealed

By Lora Benson | Oct 13, 2020


The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Awards 2020:

Paraplanner of the Year Award 2020 – sponsored by Just

WINNER: Pippa Oldfield, Mazars


The CFPTM Professional of the Year Award 2020 – sponsored by The Association of Investment Companies

WINNER: Paul Welsh CFPTM APP Chartered MCSI, Financial Planning Corporation Ltd


The David Norton Building Excellence Award 2020 – sponsored by FPadvance

WINNER: Woodruff Financial Planning


The AFPFTM of the Year Award 2020 – sponsored by Glascow Financial Services Training

WINNER:  boosst


The Tony Sellon ‘Good Egg’ Award 2020 – sponsored by CISI

WINNER: Michael Stafford CFPTM Chartered MCSI, Stafford Wealth Management

 Jacqueline Lockie CPFTM Chartered FCSI, CISI Head of Financial Planning said: “Congratulations to all our winners, who’s achievements are to be celebrated especially in this year quite unlike any other. Their resilience and dedication to their profession is a fantastic testament to their skills and passion in bringing financial planning’s life-changing guidance to the consumer.”