Winners of CISI Financial Planning Gala Awards 2018 revealed

by | Oct 3, 2018

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The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Gala Awards 2018:


    • Accredited Financial Planning FirmTM of the Year

WINNER: Acumen Financial Planning (pictured above)


    • Certified Financial PlannerTM of the Year

WINNER: Graham Wingar CFPTM Chartered MCSI


    • Paraplanner of the Year Award

WINNER: Rebecca Tuck APP Chartered MCSI


    • David Norton Building Excellence Award

WINNER: Balance Wealth Planning


    • Tony Sellon ‘Good Egg’ Award

WINNER: Diane Weitz CFP Chartered MCSI


Jacqueline Lockie CFP Chartered FCSI, CISI Head of Financial Planning, said: “We are delighted to congratulate such worthy winners of this year’s Financial Planning awards.  It shows how good and healthy financial planning is in the UK.  The winners are at various stages of their own personal and business financial planning journeys and it is a privilege to be able to recognise the best.  We congratulate all the entrants for their hard work and effort that they put in not just for these awards, but on a daily basis to provide great financial planning to their clients.”

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