Balance: Wealth Planning are the winners of the 2018 CISI David Norton Building Excellence award.
Awarded by the Chartered Institute for Securities & Investment (CISI), this award is given to firms which they believe show great ambition and vision for their business and in turn provide quality advice and an excellent service to their clients.
Considered one of the highest accolades for Financial Planning firms, the award is named after David Norton, who is regarded as a pioneer of modern financial planning. He is remembered for his wisdom and the time he spent offering advice to other financial planners, as well as his time served as part of the Institute of Financial Planning. The award is earned every year by just one firm, which is operating according to David’s principles and values.
As part of the award application process, Rebecca was invited for an interview with a panel of highly respected judges, in which she was asked to talk about Balance: Wealth Planning. Including our history, where we stand now, and the plans for the future.
To win such a prestigious award, the CISI judges could see that Balance: Wealth Planning offer excellent care to their clients, as well as offering a genuine holistic financial planning service. Such an excellent service can only be delivered with a strong team behind them, and Beccy has worked hard to ensure that Balance: Wealth Planning have the right people and structure in place too.
By winning the 2018 David Norton Building Excellence award, Balance: Wealth Planning will receive expert mentoring and business support to enrich the service provided to clients and take the business to the next level needed to become an Accredited Financial Planning Firm.