The CISI, the professional body for Certified Financial Planners, has revealed its shortlist for the Financial Planning Awards 2022 due to be announced at the CISI’s annual Financial Planning Conference in October in Liverpool.

The shortlist is:

CFP of the year, sponsored by NS&I

David Hearne CFP™ Chartered Fellow (Financial Planning), Financial Planning Partners

Warren Shute CFP™ Chartered FCSI, Lexington Wealth Management

Paraplanner of the Year, sponsored by The Association of Investment Companies
Kate Morris, Paradigm Norton

Paul Rodriguez, Pavis Financial Management

AFPF (Accredited Financial Planning Firm) of the year, sponsored by Glascow Consulting

Berry & Oak

Wealth Matters

The Financial Planning Future Leader Award 2022

Zachary Cawthorne CFP APP Chartered FCSI, Northstar

James Beck CFP MCSI, Fiscal Engineers

The Tony Sellon “Good Egg” Award

By nomination. Closes 1 Sept.

The awards finalists will be announced in Liverpool on 6 October at The CISI Financial Planning Conference 2022 black tie gala dinner in Liverpool’s Grade-I listed St George’s Hall.

The prizes and judges are listed here  www.cisi.org/fpawards22

Chris Morris Chartered MCSI, head of CISI Financial Planning Policy & Engagement, said: “In keeping with previous years the 2022 Awards entries have all been of an extremely high standard. To be shortlisted for the awards is a big achievement and I, along with the wider Financial Planning profession, look forward to the winners being announced at The CISI Financial Planning Conference 2022 in Liverpool.”

The CISI is based in the City of London and has 45,000 members around the world. It provides exams and qualifications for professionals working in, or looking to establish a career in, Financial Planning, wealth management and capital markets.