Warren Shute wins CFP of the Year Award
Financial education evangelist Warren Shute has won the coveted Certified Financial Planner of the Year Award in the annual CISI Financial Planning Awards.
Mr Shute, a veteran Financial Planner, has won a number of awards previously and has established a reputation as a financial expert and commentator, presenter, author and founder of warrenshute.com which aims to promote “financial education for the nation.”
Mr Shute said he was “amazingly happy” to win the award which was presented last night at the CISI-IFP Financial Planning Awards Gala Dinner, one of the highlights of the three day CISI-IFP Financial Planning Conference taking place this week at the Celtic Manor Resort in Wales.
In other key awards presented at the evening, included new firm Magenta Financial Planning, headed by leading Financial Planner Julie Lord, winning Accredited Financial Planning Firm of the Year, Ashlea Financial Planning winning the prestigious David Norton Building Excellence Award for business achievement and Kirsty Stone of Dart Capital, who won Paraplanner of the Year.
Jacqueline Lockie CFPTM Chartered FCSI, CISI deputy Head of Financial Planning said: “We are delighted to congratulate all of our winners who have clearly shown that they are at the top of their game in the increasingly global world of Financial Planning.
“Their professionalism shines through as a commitment to both their Certified Financial Planner designations and in putting their clients first.
Our thanks go to all those who took the time to enter this year, but who didn’t win.”
The full list of awards:
• Tony Sellon ‘Good Egg’ Memorial Award
WINNER: Keri Carter CFP™ Chartered MCSI, Broadway Financial Planning
• CFPTM Professional of the Year
WINNER: Warren Shute CFP™ Chartered FCSI, Lexington Wealth Management
Highly Commended: Francis Klonowski CFP™ Chartered FCSI, Klonowski & Co
• Paraplanner of the Year
WINNER: Kirsty Stone ACSI, Dart Capital
Highly Commended: Rebecca Tuck APP ACSI, Magenta Financial Planning
• AFPFTM of the Year
WINNER: Magenta Financial Planning
Highly Commended: Broadway Financial Planning
• David Norton Building Excellence Award
WINNER: Ashlea Financial Planning
Highly Commended: OHFS
NS&I won two awards for best stand in the exhibition.
The CISI has 45,000 members in over 100 countries and is based in the City of London.