Shortlist announced: CISI Financial Planning Awards 2022

by | Aug 15, 2022

Share this article

The CISI Financial Planning Awards 2022 shortlist has been announced:

CFP™ of the year, sponsored by NS&I

David Hearne CFP™ Chartered Fellow (Financial Planning), Financial Planning Partners

Warren Shute CFP™ Chartered FCSI, Lexington Wealth Management

 
 

Paraplanner of the year, sponsored by The Association of Investment CompaniesKate Morris, Paradigm Norton

Paul Rodriguez, Pavis Financial Management

 AFPF™ of the year, sponsored by Glascow Consulting

 
 

Berry & Oak

Wealth Matters

The Financial Planning Future Leader Award 2022

 
 

Zachary Cawthorne CFP™ APP Chartered FCSI, Northstar

James Beck CFP™ MCSI, Fiscal Engineers

The Tony Sellon “Good Egg” Award

 
 

By nomination. Closes 1 Sept 2022.

The awards finalists will be announced in Liverpool 6th October at The CISI Financial Planning Conference 2022 black tie flagship gala in Liverpool’s iconic neoclassical Grade-I listed marvel St George’s Hall.

All of the prizes and judges are listed here  www.cisi.org/fpawards22

 
 

Chris Morris Chartered MCSI, Head of CISI Financial Planning Policy & Engagement said: “In keeping with previous years the 2022 Awards entries have all been of an extremely high standard.  To be shortlisted for the awards is a big achievement and I, along with the wider financial planning profession, look forward to the winners being announced at The CISI Financial Planning Conference 2022 in Liverpool.”

Share this article

Related articles

IFAM 128 | Spring forward | May 2024

IFAM 128 | Spring forward | May 2024

Welcome to the May edition of IFA Magazine.  As usual, within it we bring you a range of insight, analysis and information from experts across the profession. It’s all intended to support you and your teams, not just in what you do but how you do it.  The considerable...

IFAM 127 | Not if, but when | April 2024

IFAM 127 | Not if, but when | April 2024

Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...

Sign up to the IFA Magazine Newsletter

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode

x