About Francis Klonowski BA, FIFP, CFP
Francis is a Certified Financial Planner, and sole proprietor of Klonowski & Co.
His career in financial services began in 1988 as a Consultant with Legal & General [1998-1991]. In April 1991 he became an Independent Financial Adviser (IFA) with BLM Christopher Lee in Leeds, before setting up his own fee-based financial practice on 1st February 1996.
Francis Klonowski trades as Klonowski & Co, an appointed representative of Access Wealth Management, Station House, Wylam, Northumberland, which is authorised and regulated by the Financial Conduct Authority.
1992 : MLIA(dip)
1993 - 1994 : Advanced Financial Planning Certificate (set by the Chartered Insurance Institute)
1996 : Certified Financial Planner (CFP).
1997 : Fellow of the Institute of Financial Planning (FIFP)
FIFP is the highest qualification available : Francis is one of only 75 Financial Planners in the UK who currently hold this distinction.
Chairman of the Life Insurance Association's Yorkshire Region 1992 and 1994
Chairman of LIA's Regional Conference 1991-1995
1995-97 : Institute of Financial Planning's [IFP's] National Council - Chairman of the annual conference
1996-2004 : Chairman of the IFP's Leeds Branch
1994 Member of Winning Team : IFP Team Challenge
- FINANCIAL PLANNER OF THE YEAR AWARDS
1997 Winner - Income in Retirement ; Runner-up - Executive Pension Planning
1998 Winner - Income in Retirement
1999 Overall Financial Planner of the Year
2001 Winner of two categories : Personal Protection ; Critical Illness Planning
2002 Winner of two categories : Investment Trust Planning ; Personal Protection Planning
2003 Winner : Inheritance Tax Planner Of The Year ; Runner-up - Personal Protection
2004 Overall Financial Planner of the Year
2005 Winner - Investing For Children ; Runner-up - Planning For Retirement
2006 Winner of two catergories : Investing For Children ; Winner - Multi Manager Investing ; Runner-up : Personal Protection
2007 Winner - Inheritance Tax ; Runner-up - Investment Trusts Planning
2008 Runner-up of two categories : Income Drawdown ; Runner-up - Multi Manager Investing
2010 Winner - Multi-Manager Investment
2011 Winner of two categories : Investment Trusts ; Multi Manager Investment
2012 Runner-up - Investment Trusts
2013 Runner-up - Index Tracker
2014 Winner - Investment Trusts
2015 Winner of two categories : Enhanced Annuites ; Enhanced Trading Funds (ETF)
- IFA OF THE YEAR AWARDS
1998 Runner-up - Income in Retirement
1999 Runner-up - Personal Insurance ; Personal Financial Planning ; Business Assurance
2000 Runner-up - Business Assurance and Income in Retirement
2001 Overall IFA of the Year
2002 Winner Personal Financial Planning ; Income In Retirement ; Runner-up - Investment Planning ; Estate Planning
Francis is one of only two people to have won the Financial Planner of the Year title twice [1999 and 2004]. He is also the only person to have won both overall Financial Planner of the Year and overall IFA of the Year
Regular contributor to Moneywise magazine (including Ask The Professionals panel), national newspapers including the Financial Times, and BBC Radio Leeds
Contact Us : 0113 393 2810 / firstname.lastname@example.org