The Chartered Institute for Securities & Investment (CISI) has revealed the winners of the Financial Planning Awards 2025.
The Financial Planning Awards recognises excellence and celebrates individuals’ and firms’ success.
Nicola Ellis, certified financial planner at Wellington Wealth, took the Certified Financial Planner Professional of the Year Award, sponsored by Binary Capital.
David Cole at Unity Paraplanning won Paraplanner of the Year Award, sponsored by the Association of Investment Companies.
Boosst picked up the CISI Accredited Financial Planning Firm of the Year Award.
Peter Stalworth, chartered MCSI at Stalworth Wealth, received the Paul Etheridge Financial Planning Future Leader Award, sponsored by Lexington Wealth Management.
Quentin McCormick, certified financial planner and chartered FCSI at Verso Wealth Management, was named winner of the Tony Sellon ‘Good Egg’ Award Memorial Prize.
Chris Morris, chartered MCSI and head of financial planning policy and engagement at CISI, 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.”
