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Katy Passes CISI Professional Assessment   


Many congratulations to Katy who has today passed the tough CISI professional assessment on ‘Vulnerable Customers’.

This is the professional assessment that both Bethan and Darren went through last year. Run by the Chartered Institute for Securities and Investments, this course seeks to concentrate on the legal rights of vulnerable people when they require financial planning.

There can often be multiple considerations for a financial planner when they are trying to look after a vulnerable client. Knowledge of the legal, practical social and ethical aspects that could affect that client is something we really pride ourselves on at Thomas and Thomas.

Katy spent some 10 hours completing this tough assessment and we are so proud of her that she now adds this to her existing complement of professional qualifications.

Our clients know Katy very well, and her constant care, concern and diligence is always something that they comment upon. If there was a qualification that was made for Katy – we think it was probably this one.

Very well done indeed Katy.


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