The awards were presented last night at the CISI’s in-person 2021 Annual Conference and Awards event in Milton Keynes.
Among the other top awards were: Sarah Lees of Mazars who won Paraplanner of the Year; Oak Four - winner of the David Norton Building Excellence Award and Wells Gibson - winner of the Accredited Financial Planning Firm of the Year.
The full list of awards:
The CFP Professional of the Year Award 2021
Winner: Francis Klonowski CFP Chartered FCSI, Owner/sole proprietor Klonowski & Co
Highly Commended: Josh Butten CFP Chartered FCSI, director, boosst
Paraplanner of the Year Award 2021
Winner: Sarah Lees, Senior Paraplanner, Mazars Financial Planning Ltd
The David Norton Building Excellence Award 2021
Winner: Oak Four
The AFPF (Firm) 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
Sally Plant, CISI head of Financial Planning said: “Congratulations to all of our winners and to those who have been highly commended. 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 CISI has 43,000 members around the world and is the awarding body for the CFP qualification in the UK.
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