Chartered Institute for Securities & Investment  

CISI names financial planning award winners

CISI names financial planning award winners

The Chartered Institute for Securities and Investment has named five winners of its financial planner awards last night.

Announced at the Financial Planning Gala Awards 2019 in Birmingham yesterday evening (September 30), the awards recognised achievements and contributions to the financial planning industry.

The Accredited Financial Planning Firm of the Year award went to Boston Spa-based Berry and Oak, while Citywide Financial Partners was highly commended in this category.

The judges said Berry and Oak had made “significant contribution” to the financial planning profession and that many of the firm’s staff had worked closely with a number of schools and universities to promote financial planning as a career.

Christopher Hill bagged the top spot in the Certified Financial Planner of the Year category for his “warm and personal approach. Anne McClean was highly commended.

The Paraplanner of the Year was awarded to Katherine Mock. According to the judges, she had demonstrated extensive experience and depth of knowledge and showed “such positivity” to the paraplanning profession.

Lexington Wealth Management, based in Swindon, scooped the David Norton Building Excellence award for a commitment to excellence, winning a year’s mentoring to help the firm achieve Accredited Financial Planning firm status.

And finally Francis Klonowski, of Klonowski and Co, was awarded the Tony Sellon ‘Good Egg’ award.

The judges said: “This year’s winner has been in the financial planning profession for 30 years.

“They were one of the first successful people to pass the internationally recognised Certified Financial Planner licence.  

“Since doing that they have helped run branch meetings, IFP Fellows’ days, been a CFP assessor and latterly helped write workbooks for CISI’s suite of financial planning exams and served on the CISI financial planning forum committee.”

Jacqueline Lockie, CISI head of financial planning, said: “Many congratulations to all of our incredible winners and it is a privilege to be able to honour them in this way. 

“They are wonderful ambassadors for our great profession of financial planning. The judges and sponsors send their thanks also to all those who took the time to submit entries and to those who were highly commended.”

imogen.tew@ft.com

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