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 ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Willingness to pay for financial advice falls as other options open up

Willingness to pay for financial advice falls as other options open up

Perceived need for financial advice has fallen, Boring Money report finds

Isabel Baxter
clock 13 June 2025 • 2 min read
Women in Financial Advice Awards 2025: Complete your entries!

Women in Financial Advice Awards 2025: Complete your entries!

Entry period closes on 20 June

Professional Adviser
clock 12 June 2025 • 1 min read
Robo-advisers 'disrupting' self-directed client segment

Robo-advisers 'disrupting' self-directed client segment

Emotional value of advice still a ‘completely human endeavour’

Isabel Baxter
clock 12 June 2025 • 3 min read