Welcome to new team member Samantha Clarke who has joined the company as Senior Paraplanner. Samantha has been working in the financial services industry for a number of years and has joined us after recently relocating from Eastbourne. Her financial services career started when she was 16, working as a motor insurance clerk alongside her [...]
Congratulation to Sam William who passed his final exam. Sam completed and passed the RO6 Financial Planning exam. The three-hour assessment involved answering in writing two practical case studies in exam conditions. The exam is set by the Chartered Insurance Institute (CII). It has been developed to help financial advisers develop and demonstrate their financial planning capabilities. [...]
Welcome to new team member Andie Derry. Andie has joined us from Southfields School after completing her “A” levels. She will be part of the expanding Investment Client Support Team, based at the Kettering office. Her role will be to support the Paraplanners and Independent Financial Adviser (IFA's). While at Southfields School sixth form Andie [...]
Congratulation to Megan Leach on passing her exam. Megan sat the Employee Rights and Regulation (ERR) module and passed. The module is part of the level 3 Business Administration qualification she is taking within her chosen career in the financial services indusrty. Megan has recently joined the mortgage support team based at our head office in [...]
Congratulations to Sam Williams on passing another of his professional exams. The Chartered Insurance Institute (CII) Pension exam (RO4). Sam has one more exam to pass before completing “The Diploma in Regulated Financial Planning. Caroline Anstee, Managing Director of Anstee & Co said- "This is a great achievement. Sam has worked hard in completing and [...]
Congratulations to Sam Williams on passing his exam. Sam took the Chartered Insurance Institute (CII), Investment Principle and Risk exam (RO2). The exam was taken at the Institutes, Nottingham test centre. Sam Williams said- "This was the hardest test I've taken so far. The questions were unlike any of the previous test papers that I’ve [...]
