Each year the Chartered Institute for Securities and Investments (CISI) holds a prestigious awards night. This year’s event took place on 3 October and we’re delighted to announce that Chartered and certified financial planner and HA&W managing director Alasdair Walker was honoured with one of the night’s top awards.
Alasdair walked away with the coveted Certified Financial Planning Professional of the Year Award.
Keep reading for all the latest from an incredible night, and to find out what the award win means for you.
Alasdair beat some tough opposition among a record-breaking shortlist
Judges at the packed event commended the quality of the applications they received in a packed and tight field of leading names from the profession.
Alasdair says that he “was incredibly pleased to win CFP of the Year,” adding that the “judges said it was the biggest shortlist they’ve ever had, due to the high quality of applications.”
FTAdviser, meanwhile, quotes the CISI’s assistant director for financial planning and education development, Sally Plant, as wishing “Many congratulations to all our winners.”
She adds, “You should be hugely proud of your achievements and these awards are a testament to your professionalism and the value you offer to your clients.
“Your dedication will inspire your peers and the next generation of financial planners”
Many of you will know that Alasdair joined HA&W back in 2011.
Since then, he has been committed to helping drive the financial planning profession forward. He has chaired the Personal Finance Society’s (PFS’s) “Financial Planning panel” and spoken at conferences and to politicians, policymakers, and think tanks at the Westminster Forum.
This dedication to the profession led to him becoming a CFP™ Professional and Chartered financial planner.
But what does all this mean for you?
Chartered status and awards success mean you can be confident your finances are in safe hands
Awards are a great way to acknowledge individuals in the financial services profession who go above and beyond and to recognise those efforts in front of their peers. But it is also a way to highlight to you, our clients, the standards we strive for and adhere to.
Chartered status, and recognition from the CISI, demonstrates expertise, high ethical standards, and a willingness to constantly develop and improve.
This should help to give you peace of mind that your money will be looked after. This is incredibly important at every stage of your long-term financial plan, as changing priorities, government legislation, and the highs and lows inherent in the stock market test your resolve and patience.
You can be sure that whatever happens in the wider world, we at HA&W will be there for you.
If you have any questions about your retirement, investment portfolio, or any other aspect of your long-term financial plans, get in touch now.
Contact us to find out how our Chartered financial planners and award-winning managing director could help you.
And finally, we’re sure you’ll all join us here at HA&W in wishing Alasdair a huge congratulations on a well-deserved win!