We are pleased to announce that one of our Paraplanners, Brad Sheridan, won the Chartered Institute for Securities and Investments (CISI) Paraplanner of the Year Award 2024. This nationwide recognition is highly competitive and consists of three rounds of judging. The first round was a multiple-choice test, the second was a case study, and lastly an interview with the judging panel. Brad was one of two paraplanners shortlisted for the award which was announced at the CISI Financial Planning Awards on 15 October. An excellent achievement Brad!
