By Lora Benson Chart.PR, MCIPR
The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Awards 2026:
- CERTIFIED FINANCIAL PLANNER™ Professional of the Year Award, sponsored by Glascow Financial Services Training
WINNER: Francis Klonowski CFP™ Chartered FCSI (Financial Planning), Klonowski & Co
WINNER: Optimum Path
- Paul Etheridge Financial Planning Future Leader Award
WINNER: Katrania Lowers Chartered FCSI, Colemore Partners
- Tony Sellon 'Good Egg' Award Memorial Prize
WINNER: Warren Shute CFP™ Chartered FCSI (Financial Planning), Lexington Wealth Management
The Financial Planning Awards recognises excellence and celebrates individuals’ and firms’ success.
Chris Morris, Chartered MCSI, CISI head of financial planning policy & engagement said: “Congratulations to this year’s winners, both individuals and firms, who have demonstrated their outstanding commitment to financial planning excellence. Their contribution to the profession and dedication to ethical practice are helping to shape the future of holistic financial planning in the UK.
“Their achievements show the next generation of talent what a rewarding, purposeful and progressive career in financial planning can look like. They are raising the bar today while helping to build a stronger, more ambitious profession for tomorrow.”