The CISI announces the winners of the 2025 Financial Planning Awards, celebrating excellence across top professionals, paraplanners, firms, and future industry leaders.
The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Awards 2025.
- CERTIFIED FINANCIAL PLANNER™ Professional of the Year Award, sponsored by Binary Capital
WINNER: Nicola Ellis CFP™ MCSI, Wellington Wealth
- Paraplanner of the Year Award, sponsored by The Association of Investment Companies
WINNER: David Cole, Unity Paraplanning
- CISI Accredited Financial Planning Firm™ of the Year Award
WINNER: boosst
- Paul Etheridge Financial Planning Future Leader Award, sponsored by Lexington Wealth Management
WINNER: Peter Stalworth, Chartered MCSI, Stalworth Wealth
- Tony Sellon ‘Good Egg’ Award Memorial Prize
WINNER: Quentin McCormick CFP™ Chartered FCSI (Financial Planning), Verso 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: “We congratulate this year’s winners for their outstanding commitment to excellence in financial planning. Their dedication to ethical practice and client success sets a benchmark for the profession and future of financial planning.”
