Congratulations to Sam Williams on passing his exam.

congratulations to Sam WilliamsCongratulations to Sam on his exam success.

Congratulations to Sam Williams on completing his final paraplanning exam (J09). Combined with previous exams passed he has now gained the Chartered Insurance Institute (CII) Level 4, “Certificate in Paraplanning”.

The final paper comprised of three pieces of coursework based on a case study covering all areas of financial planning. This involved writing reports and technical documents, calculating tax, using cashflow modelling and a section on compliance.

Caroline Anstee, Managing Director of Anstee & Co., financial planners said-

“I am aware of all the hard work Sam has put in to complete these professional exams over the last two years. This has included a lot of private study, linked with revision sessions in Birmingham. He has been very focused whilst completing these technical exams. Well done and congratulations!”

Sam now plans to take 12 months off from studying to help with the planning of his wedding. When the celebrations have completed he plans to start on the next round of professional exams needed to become a “Chartered Financial Planner”.

How Anstee & Co can help you with financial planning.

We are a firm of Independent Financial Planners. Being independent means that the advice we offer is unbiased. Unlike some financial advisers who only offer products from a limited panel or sell only their own products, we look at all the solutions available.

Why not arrange a meeting with one of our financial planners today. The initial, “getting to know you” meeting is at our expense. Only when we fully understand your situation and what you are trying to achieve will we offer any financial advice.

Appointments can be arranged at a time and location that is convenient for you. This may be at your home or the weekend.  Additionally, we have offices located at-call back logo for congratulations

  • Kettering, Northamptonshire
  • Stamford, Lincolnshire
  • London, Pall Mall, Greater London
  • Towcester, Northamptonshire

Finally, our financial planners live and make use of meeting rooms in-

  • Market Harborough, Leicestershire
  • Bedford, Bedfordshire
  • Northampton, Wellingborough and Brackley in Northamptonshire.
2019-10-17T10:03:46+01:00 October 17th, 2019|News|