About Francis Klonowski BA, FIFP, CFP
PRESENT
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.
EDUCATION
1992 : MLIA(dip) 1993 - 1994 : Advanced Financial Planning Certificate (set by the Chartered Insurance Association)
1994 : Member of the Society of Financial Advisers
1995 : Fellow of the Institute of Financial Planning [IFP]
1996 : Certified Financial Planner.
He is also on the IFP’s Registry of Financial Planners - one of only 160 or so in the whole UK to hold this distinction.
PROFESSIONAL ACTIVITIES
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, as Chairman of the annual conference.
1996-2004 : Chairman of the IFP’s Leeds Branch.
ACHIEVEMENTS
1994 Member of Winning Team : IFP Team Challenge
1997 Financial Planner of the Year - Income in Retirement ; runner-up - Executive Pension Planning.
1998 IFA of the Year Awards : Runner-up - Income in Retirement
Financial Planner of the Year - Income in Retirement category
1999 IFA of the Year Awards Runner-up in 3 categories – Personal Insurance, Personal Financial Planning, and Business Assurance
Overall Financial Planner of the Year
2000 IFA of the Year Awards Runner-up - Business Assurance and Income in Retirement.
2001 Overall IFA of the Year.
Financial Planner of the Year - Personal Protection and Critical Illness Planning.
2002 IFA of the Year Awards : Winner Personal Financial Planning, Income In Retirement
Runner Up : Investment Planning, Estate Planning
2002 Financial Planner Planner Of The Year :
- Winner : Investment Trust Planning
- Winner : Personal Protection Planning
2003 Financial Planner Of The Year :
- Winner : Inheritance Tax Planner Of The Year
- Runner-Up : Personal Protection
2004 Financial Planner Of The Year : Overall Winner
2005 Financial Planner Of The Year :
- Winner : Investing For Children
- Runner-Up : Planning For Retirement
2006 Financial Planner Of The Year :
- Winner : Investing For Children and Multi Manager Investing
- Runner-Up : Personal Protection
OTHER ACTIVITIES
Regular contributor to Moneywise magazine [including Ask The Professionals panel], national newspapers including the FT, and BBC Radio Leeds