Financial Planner Nicola Ellis CFP MCSI of Glasgow-based Wellington Wealth has won the Certified Financial Planner of the Year Award in the CISI Financial Planning Awards.

The awards were presented yesterday evening at a Gala Awards Dinner at the two day CISI Annual Financial Planning Conference and exhibition at the De Vere Beaumont Estate near Windsor. The conference finishes today.

The award for Ms Ellis was one of a clutch of prestigious awards presented on the night.

The award for CISI Accredited Firm of the Year was won by Financial Planning firm Boosst with David Cole of Unity Paraplanning winning the Paraplanner of the Year Award.

Full list of award winners:

• Certified Financial Planner Professional of the Year Award, sponsored by Binary Capital: WINNER: Nicola Ellis CFP™ MCSI, Wellington Wealth
• Paraplanner of the Year Award, sponsored by The Association of Investment Companies: WINNER: David Cole, Unity Paraplanning
• CISI Accredited Financial Planning Firm of the Year Award. WINNER: Boosst
• Paul Etheridge Financial Planning Future Leader Award, sponsored by Lexington Wealth Management. WINNER: Peter Stalworth, Chartered MCSI, Stalworth Wealth
• Tony Sellon ‘Good Egg’ Award Memorial Prize. WINNER: Quentin McCormick CFP Chartered FCSI (Financial Planning), Verso Wealth Management  

The Chartered Institute for Securities & Investment (CISI), a 54,000 member professional body which awards the Certified Financial Planner designation in the UK, said it was delighted to congratulate the winners of our Financial Planning Awards 2025.

Chris Morris, CISI head of Financial Planning policy & engagement, said: “We congratulate this year’s winners for their outstanding commitment to excellence in financial planning. Their dedication to ethical practice and client success sets a benchmark for the profession and future of Financial Planning.”