Carl shortlisted for Certified Financial Planner Professional of the Year Award

Carl has been shortlisted as one of four finalists in the Certified Financial Planner Professional of the Year Award - part of the Chartered Institute for Securities and Investment (CISI) Financial Planning Awards 2023.

To be shortlisted is in itself quite an achievement as the award is open to advisers throughout the UK financial planning profession, and competition is fierce.

The finalists have been interviewed by a judging panel in the last few weeks and the winner will be announced on 3rd October 2023 at the CISI National Conference in Surrey.