Advisers honoured at CISI 2021 Financial Planning Awards

CISI honours outstanding advisers

Jenna Brown
clock • 1 min read

The winners of CISI Financial Planning Awards 2021 have been revealed with firms Oak Four and Wells Gibson among the winners.

Chartered Institute for Securities & Investment head of financial planning Sally Plant congratulated all the winners and those who had been highly commended. She said: "Their dedication to the ethos of financial planning shows them as consummate professionals, passionate to deliver life-changing guidance to consumers throughout the UK." The winners were: Paraplanner of the Year Award 2021 Winner: Sarah Lees, senior paraplanner, Mazars Financial Planning   The CFPTM Professional of the Year Award 2021 Winner: Francis Klonowski CFPTM Chartered FCSI, owner/sole proprietor ...

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