Affluent wins David Norton Building Excellence Award

Carl & Kitty attended the Chartered Institute for Securities and Investment (CISI) national conference held near London to receive The David Norton Building Excellence Award 2023

The award was established in memory of the late David Norton, a former president of the Institute of Financial Planning.

The judging panel commented

“Carl and the team at Affluent Financial Planning have been a major force in helping to develop, refine and expand the profession of financial planning over many years and they are a very worthy recipient of the David Norton Award.

The judges in particular noted their desire to deliver even greater client outcomes, promote financial planning to a wider audience as well as encouraging all financial planners to achieve CFP certification.”