We are delighted to announce that our Research Consultant, Louise Smith has passed her CISI Level 6 Certificate in Advanced Financial Planning. This is a tremendous achievement by Louise. Well done Louise!
We would like to congratulate our Office Manager and Paraplanner, Sarah Kitchen! Sarah has now passed her RO1 exam on Financial services, regulation and ethics. Sarah is always increasing her knowledge within the industry and now just has one more
Congratulations to Sarah Kitchen, our Office Manager and Paraplanner on recently passing the Pensions and Retirement Planning exam (R04). This is a great achievement and we are extremely proud, Well Done Sarah.