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 (pictured) 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 Klonowski & Co
Highly Commended: Josh Butten CFPTM Chartered FCSI, director, boosst
The David Norton Building Excellence Award 2021
Winner: Oak Four
The AFPFTM of the Year Award 2021
Winner: Wells Gibson
Highly commended: Wealth Matters
The Tony Sellon ‘Good Egg' Award 2021
Winner: Sandy Robertson CFP Chartered FCSI - Acumen Financial Planning
