Paraplanner Samantha Clarke is now “Chartered”.

Paraplanner Samantha with CarolineCongratulations to Samantha.

A massive, “Well Done”, to Paraplanner, Samantha Clarke for completing her Chartered Insurance Institute (CII), Level 6 qualification exam, in “Financial Planning Process”.  This was the last in a series of exams which means that she has now earned the title of “APFS, Chartered Financial Planner “.

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

“We are all very proud of Samantha’s success. It is a great personal achievement. Reaching this professional level only comes with a strong commitment and personal drive. I know that she will be an inspiration for other staff members and her knowledge will be a great asset for our clients.”

This professional qualification places Samantha among the top Paraplanners in the country. To achieve Chartered status is both challenging and shows a great deal of personal commitment.

Samantha Clarke, APFS, Chartered Financial Planner, said-

“I really started to focus on achieving this goal about three years ago. The knowledge that I obtained over this period has been incredibly rewarding and useful in my work. Now that I have passed, I am looking at the next step of developing my technical knowledge of Trusts”.

What is the role of a Paraplanner?

A Paraplanner a key member of a financial planning team, working closely with the Financial Advisers.

Initially, the paraplanner will review the information taken by the Adviser from the fact find. With this information, they will start to create and model different possible financial scenarios. In generating these scenarios, the paraplanner will look at how the client’s assets should be allocated. This information is then used to make recommendations on which financial plan should be followed.

How Anstee & Co can help you with financial planning.

We are a firm of Independent Financial Advisers (IFA’s). This means that the financial planning advice we offer is unbiased. If you feel that you would like to review your investments, then why not arrange a free initial fact-finding meeting. Meetings can be arranged at your home or at one of our offices located at-Paraplanner call back

  • Kettering, Northamptonshire
  • Stamford, Lincolnshire
  • Birmingham, Snow Hill Queensway
  • London, Pall Mall
  • Towcester, Northampton

Additionally, our Financial Planners live and make use of meeting rooms in-

  • Bedford, Bedfordshire
  • Droitwich, Worcestershire
  • Market Harborough, Leicestershire
  • Northampton, Wellingborough and Brackley, Northamptonshire
2019-06-26T18:53:13+01:00 June 13th, 2019|News|