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CISI names this year's financial planning award winners

CISI names this year's financial planning award winners
Francis Klonowski, winner of the Certified Financial Planner award

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

Awarded at a ceremony yesterday evening (October 13) the accolades recognised people's and firms' achievements and contributions to the financial planning industry.

Francis Klonowski, Certified Financial Planner, and sole proprietor of Klonowski & Co, won the CFP professional of the year award. 

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Klonowski said: “I feel elated at having won it, it's such a big endorsement from my peers for the work I'm doing in my daily life. 

“One of my favourite quotes from a music star after winning an award was ‘You can take all the accolades on the night but you then have to go back to doing the job’ and that’s exactly what I’ll do when I go back to Leeds after today.

"I’m looking forward to getting back to my clients and financial planning for their futures.”

Klonowski’s career in financial services began in 1988 as a consultant with Legal & General. 

In 1991 he became an independent financial adviser with BLM Christopher Lee in Leeds, before setting up his own fee-based financial practice in 1996.

Other award winners of the evening included Wells Gibson, which won the accredited financial planning firm award.

Sarah Lees, senior paraplanner at Mazars Financial Planning, won the paraplanner of the year award and Oak Four won the David Norton building excellence award this year.

Finally, Sandy Robertson, managing director of Acumen Financial Planning, won the Tony Sellon ‘Good Egg’ award of 2021. 

Sally Plant, CISI head of financial planning, said: "Congratulations to all of our winners and to those who have been highly commended.

"Their dedication to the ethos of financial planning shows them as consummate professionals, passionate to deliver life changing guidance to consumers throughout the UK."

amy.austin@ft.com

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