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Winner of the CISI Paraplanner of the Year Award

2 October 2018

CISI announces the winners of five awards, including Paraplanner of the Year, at the professional body’s annual Financial Planning conference.

Among the winners, Rebecca Tuck, paraplanner with Magenta Financial Planning, has been named as the CISI Paraplanner of the Year 2018.

Rebecca joined 5-woman Magenta, based in Bridgend, Wales, from the firm’s launch in 2016 and has been part of its success over the past two years. She was the Professional Paraplanner cover star in our May 2017 issue.

Other awards and winners announced at the gala dinner were:

Accredited Financial Planning Firm of the Year

WINNER: Acumen Financial Planning

Certified Financial Planner of the Year

WINNER: Graham Wingar, Future Asset Management

David Norton Building Excellence Award

WINNER: Balance Wealth Planning

Tony Sellon ‘Good Egg’ Award

WINNER: Diane Weitz, Ashlea Financial Planning

Jacqueline Lockie, CISI head of Financial Planning 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.

“We congratulate all the entrants for their hard work and effort that they put in not just for these awards, but on a daily basis to provide great financial planning to their clients.”


Professional Paraplanner