WINNERS OF THE 'DAVID NORTON BUILDING EXCELLENCE' AWARD
We are delighted to announce that we have won the ‘David Norton Building Excellence’ 2020 Award!
To say we are proud is an understatement.
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.
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:
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