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 the five winners of its annual financial planner awards last night.

Announced for the first time through a virtual ceremony yesterday evening (October 13) the awards recognised achievements and contributions to the financial planning industry.

Jacqueline Lockie, head of financial planning at the CISI, said the achievements of the winners were to be "celebrated especially in this year quite unlike any other".

She added: "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."

Pippa Oldfield, assistant manager at Leeds-based Mazars, won the coveted paraplanner of the year award. 

Paul Welsh, financial planner at Southport-based Financial Planning Corporation, won the certified financial planner professional of the year award. 

Mr Welsh began his career at HM Revenue & Customs before joining Swiss Life UK as a technician in its employee benefits section and eventually moving to a firm of mortgage advisers. 

Woodruff Financial Planning in Essex won the David Norton building excellence award this year.

Financial planning firm Boosst Financial, based near Milton Keynes, won the accredited financial planning firm of the year award.

And finally Michael Stafford, director and financial planner at Stafford Wealth Management, won the Tony Sellon ‘Good Egg’ award of 2020. 

Tony Sellon was a past president of the Institute of Financial Planning and the CISI gives the award annually in recognition of his "outstanding contribution to the profession". 

rachel.mortimer@ft.com 

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