New model firms scoop CISI Financial Planning awards

Five planners and/or firms have been recognised at the CISI's Financial Planning Gala Awards

The Chartered Institute for Securities & Investment (CISI) has announced the winners of this year's Financial Planning Gala Awards.

This comes as the CISI hosts its annual planning conference in Birmingham. This year advisers have heard about plans for the profession and how to navigate succession

It also comes as we start Financial Planning Week, which takes place 3-10 October. Find all the firms taking part here

Of the awards, CISI head of financial planning Jacqueline Lockie (pictured), 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.'

Read Lockie's interview about Financial Planning Week here

Click through to find out this year's award winners. 

The Chartered Institute for Securities & Investment (CISI) has announced the winners of this year's Financial Planning Gala Awards.

This comes as the CISI hosts its annual planning conference in Birmingham. This year advisers have heard about plans for the profession and how to navigate succession

It also comes as we start Financial Planning Week, which takes place 3-10 October. Find all the firms taking part here

Of the awards, CISI head of financial planning Jacqueline Lockie (pictured), 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.'

Read Lockie's interview about Financial Planning Week here

Click through to find out this year's award winners. 

Former New Model Adviser® cover star Graham Wingar, partner at Bridgend-based Future Asset Management, won the Certified Financial Planner of the Year award. 

Wingar achieved certified planning status in 2016. 

Bridgend-based Magenta Financial Planning paraplanner Rebecca Tuck won the Paraplanner of the Year Award. 

Tuck obtained her regulated diploma in financial planning in 2015.

Acumen Financial Planning scooped the Accredited Financial Planning Firm of the Year award. 

Holistic planning firm Balance: Wealth Planning, based in Derby, won the David Norton Building Excellence Award. 

Recent New Model Adviser® cover star Diane Weitz, director of Cheltenham-based Ashlea Financial Planning, won the Tony Sellon 'Good Egg' Award. 

Ashlea was also recently accredited by the CISI. 

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