Ta dah! Winners of the prestigious CISI Financial Planning Awards 2022 formally announced

by | Oct 10, 2022

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 The Chartered Institute for Securities & Investment (CISI) has formally announced – and also given their congratulations – to all the winners of the CISI Financial Planning Awards 2022. These prestigious awards were presented to the winners at the CISI’s annual financial planning conference which was held in Liverpool last week. 

The team here at IFA Magazine would like to add our heartfelt congratulations to all the winners listed below, as well as to all the runners up who so narrowly missed out on the glory – this year at least.

  • Accredited Financial Planning Firm™ of the year, sponsored by Glascow Consulting

WINNER: Berry & Oak (pictured above receiving their award) 

  • CERTIFIED FINANCIAL PLANNER™ Professional of the year, sponsored by NS&I 

WINNER: David Hearne CFP™ Chartered FCSI (Financial Planning), Financial Planning Partners

  • Paraplanner of the year, sponsored by The Association of Investment Companies

WINNER: Kate Morris, Paradigm Norton Financial Planning

  • The Financial Planning Future Leader Award 2022

WINNER: James Beck CFP™ MCSI, Fiscal Engineers

  • The Tony Sellon “Good Egg” Award 

WINNER: Keith Butten CFP™ Chartered FCSI (Financial Planning), boosst


Sally Plant,  CISI Assistant Director Financial Planning and Education Development said: “Congratulations to all of our winners and to everyone who made time to enter the awards. Your achievements will inspire those who might be considering entering these awards next year, showcasing your dedication as financial planning professionals, providing life changing guidance to consumers.”



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