Скачать или смотреть Peter Stalworth - Paul Etheridge Financial Planning Future Leader of the Year 2025

Thrilled to Share: Accepting the Paul Etheridge Financial Planning Future Leader Award 2025 at the CISI Gala! 🎉

I'm absolutely honoured to have won the prestigious Paul Etheridge Financial Planning Future Leader Award 2025, presented by the Chartered Institute for Securities & Investment (CISI). This incredible recognition, sponsored by Lexington Wealth Management, celebrates emerging leaders in financial planning who are passionate about ethical practices, client-centred innovation, and driving the profession forward—just like the award's namesake, Paul Etheridge, the "godfather of financial planning" who revolutionised cashflow modelling and founded the Institute of Financial Planning (now part of CISI).

Watch as I take the stage at the glamorous CISI Financial Planning Awards Gala during the Annual Conference at De Vere Beaumont Estate. From the electric atmosphere to the heartfelt speeches, this moment captures the joy, gratitude, and inspiration of being part of such a talented community. A huge thank you to my colleagues, mentors, family, and the CISI team for their unwavering support—none of this would be possible without you!
This award fuels my commitment to empowering clients with holistic, forward-thinking financial strategies. Here's to shaping the future of financial planning, one meaningful conversation at a time. 🌟

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