It is with huge pride that we can announce our trainee Financial Planner Katy has just passed the Chartered Insurance Institute (CII) Pensions R04 Paper. This paper is undoubtedly the hardest of the suite of six examinations that a qualifying financial planner faces. Katy passed it today at the first time of sitting. The R04
Katy Owen reports on our latest portfolio offering for our clients. Back in the spring, Darren and I were travelling to see a client in the beautiful Brecon Beacons. I commented that we really need to look after our planet to preserve our countryside and living conditions. Darren realised that eco-friendly investing was something close
Anyone who knows our firm, knows that we take additional qualifications very seriously and we pride ourselves on being ahead of the pack in this area. So when Darren stated in January to the media that our firms’ goal this year would be to break all previous records in terms of sitting and passing exams
It has been hard to see any positive news in the financial world as we have watched markets tip ever downward over the past couple of weeks. To this end it was a welcome boost to hear that our trainee Financial Planner Katy has passed yet another important exam. Our heartiest congratulations to Katy who
The increasing complexity of investing and the search for suitable funds can be a full-time task. When conducting our search for new funds we focus on both the bigger picture and the finer details in our drive to meet the individual needs of investors in today’s ever changing world. An important part of this research
It is with great pleasure that we can announce Darren has passed the J11 Platforms Paper issued by the Chartered Insurance Institute. On the 13th of April, Darren went up to Swansea University to sit this fairly newly issued examination which tests the candidates’ knowledge about the pricing of investment platforms, their operating systems, legalities
