Latest News

Beth does it again!

We are delighted to share with all our clients that Bethan has today passed her R03 Personal Taxation paper from the CII Chartered Insurance Institute.

The R03 Paper tests financial planning knowledge in the areas of income tax, capital gains tax, inheritance tax and the specific and complex taxation surrounding investment markets and products.  It is not an easy paper!

Beth has spent the past few months preparing for this exam and both Katy and myself have enjoyed teaching her about taxation concepts. It is so encouraging to see someone soaking up the strange knowledge required in our world!

It is lovely to celebrate some good news during these challenging times.

We are now letting Bethan have the weekend off before signing her up for the next exam! Beth is now two thirds of the way through her CII Financial Planning Diploma and we are very excited about her future.

Very well done Beth!

From Darren, Katy and Lisa.


Download our brochure

Find out much more about us and the way that we work.