We are delighted to announce that we have won the ‘David Norton Building Excellence’ 2020 Award!

To say we are proud is an understatement.

David Norton Award

About the award

This accolade is awarded by the Chartered Institute for Securities and Investments (CISI) and in the words of Brett Davidson of FP Advance, is given to firms who have “ambitious plans to grow, whilst maintaining a clear philosophy of how Financial Planning should be delivered,” and at the same time, deliver a first-class service, provide sound advice and encompass a client-focused approach within the business.

David Norton himself was a very respected Certified Financial Planner and a pioneer within his field. A former chairman and president of the Institute of Financial Planning (IFP), David Norton was passionate about mentoring others. “This award was designed to champion those firms who would benefit from extra business support to elevate them towards becoming an accredited firm,” states Jacqueline Lockie, the CISI Head of Financial Planning.

David Norton Award 2020

 The official ‘David Norton Building Excellence’ 2020 award proudly sitting in our office

Announced on video

The video below shows the moment the award was announced by Jacqueline Lockie (CISI Head of Financial Planning) at the Financial Planning Conference on 13th October 2020. We hope you enjoy the moment as much as we did.

Other winners of the evening included: 

  • Paraplanner of the Year Award 2020 – sponsored by Just WINNER: Pippa Oldfield, Mazars

  • The CFP Professional of the Year Award 2020 – sponsored by The Association of Investment Companies WINNER: Paul Welsh CFP APP Chartered MCSI, Financial Planning Corporation Ltd

  • The AFPF of the Year Award 2020 – sponsored by Glascow Financial Services Training WINNER:  boosst
  •  The Tony Sellon ‘Good Egg’ Award 2020 – sponsored by CISI WINNER: Michael Stafford CFP Chartered MCSI, Stafford Wealth Management

Congratulations to all of them.

Click here to view the Awards section within our website to see the full list of events we have participated in.

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