We would like to congratulate our Office Manager and Paraplanner, Sarah Kitchen! Sarah has now passed her last exam and has gained a Diploma in Regulated Financial Planning. Well Done Sarah!
Exam Success – Well done Louise!
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!
Exam Success – Well done Sarah!
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
Exam Success
We would like to congratulate our Office Manager and Paraplanner, Sarah Kitchen! Sarah passed her RO5 exam yesterday on Financial Protection. Sarah is always increasing her knowledge within the industry and gaining further qualifications to achieve the Diploma in Financial