Promotions
- Two of our Advisers have moved into Regional Manager roles
- Ben Clapham, an Adviser and Regional Manager is now our Director of Financial Planning
- Lauren Nickell-Lean, has moved from a Client Research Administrator to a Trainee Paraplanner
- Lee DeRedder, has moved from a Client Servicing Administrator to a Trainee Paraplanner
Exam Passes
- Amy Butler has passed the Pensions and Retirement Planning (R04) CII examination
- Adam Blakey has passed the Regulation and Ethics examination (CF1)
- Laura Craven has passed the Equity Release (ER1) exam
- We have 11 newly qualified mental health first aiders have completed the MHFA course
New Starters
- Rebecca Summersall joining us as a New Client Administrator
- Jaymee Stronach joining us as Mortgage Administrator