The awards were presented by the Financial Planning professional body at the Hilton Metropole Birmingham at the NEC before a black tie Gala Dinner audience of 300 attendees.
The Gala Dinner was one of the highlights of the two day conference taking place this week at the Hilton Metropole, venue for the 2018 Financial Planning Conference.
The award winners included:
- Accredited Financial Planning Firm of the Year -
WINNER: Acumen Financial Planning
- Certified Financial Planner of the Year -
WINNER: Graham Wingar CFP
- Paraplanner of the Year Award -
WINNER: Rebecca Tuck APP
- David Norton Building Excellence Award -
WINNER: Balance Wealth Planning
- Tony Sellon ‘Good Egg’ Award
WINNER: Diane Weitz CFP
There were also awards for the 20+ exhibitors attending the event with the Best Stand Innovation Award going to Royal London for its 'living room'-style stand. The winner of the Best Education Stand award was i4c.
CISI head of Financial Planning Jacqueline Lockie CFP FCSI, said: “We are delighted to congratulate such worthy winners of this year’s Financial Planning awards.
“It shows how good and healthy Financial Planning is in the UK. The winners are at various stages of their own personal and business Financial Planning journeys and it is a privilege to be able to recognise the best.
“We congratulate all the entrants for their hard work and effort that they put in not just for these awards, but on a daily basis to provide great Financial Planning to their clients.”
• Editor's Note: story updated to add winners of best exhibition stands.