A huge Congratulations to Emma who successfully passed her R04 Pensions examination by the Chartered Insurance Institute today! This was actually the fifth diploma exam that Emma had to sit and pass in order to build towards fully qualified financial planner status. Emma has been on nothing short of a mission to pass these incredibly
You are invited! Book now! It is with great excitement that we can now announce the date for our next investors masterclass at Avallenau House. On Tuesday the 24th of July, from 10.00-12.30, we shall be running a lighthearted and friendly morning for our clients. We are absolutely delighted that we will be joined by David
In May this year, we sent out our annual client survey. This time we had ‘gone digital’ in the interests of saving trees. We wondered how our clients would respond and whether we would gain the same positive feedback as our past surveys. Historically we have posted questionnaires to a sample of clients that represent
Our heartiest congratulations to our trainee Financial Planner Emma Jones who managed to successfully pass yet another key exam on Friday. Emma traveled to Cardiff early in the morning to sit the two-hour paper set by the Chartered Insurance Institute on Regulations and Ethics. This exam tests the candidates’ knowledge in regards to the very
When I set up our little firm with Lisa back in 2006, I was determined we would not just remain up to date with changes in the financial world – but that we would actually be at the forefront of them. I quickly realised that I would need to put some miles on the car
Congratulations to our trainee Financial Planner- Emma Jones – who successfully managed to pass the Chartered Insurance Institutes (CII) paper in Personal Taxation (R03) today! This is the third professional financial planning examination that Emma has managed to rack up in just six months which is a great achievement. The personal taxation paper is demanding;
