Nicholas Grogan CFP, Chartered FCSI of Liverpool-based PWS Financial Consulting, has won the prestigious Certified Financial Planner Professional award from the CISI.

The award was presented this week at a gala ceremony at the CISI’s Annual Financial Planning Conference in Manchester.

Mr Grogan has worked in the financial services sector for over a decade. He is a Chartered Financial Planner, Certified Financial Planner, Chartered Wealth Manager and a Fellow of the Personal Finance Society.

He is no stranger to awards, having won the Investment Advice Specialist of the Year at the 2021/22 Personal Finance Society Awards.

Mr Grogan was one of a number of planners and individuals recognised this week in the CISI awards ceremony, one of the most prestigious in the profession.

Brad Sheridan of BRI Wealth Management won the Paraplanner of the Year Award and Acumen Financial Planning won the CISI Accredited Financial Planning Firm of the Year Award.

The full list of awards winners from the CISI Financial Planning Awards 2024

•Certified Financial Planner Professional of the Year Award. WINNER: Nicholas Grogan CFP™ Chartered FCSI (Financial Planning), PWS Financial Consulting

•Paraplanner of the Year Award, sponsored by The Association of Investment Companies. WINNER: Brad Sheridan, BRI Wealth Management

•CISI Accredited Financial Planning Firm of the Year Award, sponsored by Glascow Consulting. WINNER: Acumen Financial Planning

•Tony Sellon ‘Good Egg’ Award Memorial Prize. WINNER: Barry Horner Chartered MCSI, Paradigm Norton Financial Planning

•The Paul Etheridge Financial Planning Future Leader Award, sponsored by Lexington Wealth Management. WINNER: Emmelia Powell ACSI, Premier Wealth Solutions

Chris Morris, Chartered MCSI, CISI head of Financial Planning policy and engagement said: “Congratulations to all of our winners. These awards recognise both individual and firm excellence along with those who have made an outstanding contribution to the Financial Planning profession.”