Simply the ‘Best’…

Qualification News: Advanced Diploma in Financial Planning

Like all good firms, we firmly believe in recognising hard work and celebrating the achievements of our team. We also believe in leading by example and sharing news of our success. So, we were delighted to hear from the Examinations Officer of the Insurance Institute of Southampton on account of our Director, Chris Page.

Last year, Chris undertook the Advanced Diploma in Financial Planning. This qualification builds on existing financial expertise, and enables advisers to develop a deeper understanding of certain advice areas. For clients, it is further reassurance that their adviser offers a ‘sophisticated and comprehensive approach’ to financial planning.

We are excited to announce that Chris not only successfully achieved his Advanced Diploma (and so now sports the much coveted ‘Chartered’ status). He also achieved the ‘best’ pass mark in the Institute catchment area! At Lewis Brownlee Financial Services, ‘best’ is a word we always aim to achieve in everything we do. So, we are delighted that Chris’s efforts have been officially recognised. This goes a long way in demonstrating the calibre of our staff and the financial expertise they have.

To mark his superb achievement, Chris was invited to the Institute’s AGM for a presentation. Originally this was planned to be held at the Hilton Hotel at the Ageas Bowl, but in light of recent events, the award was presented virtually. So, on behalf of everyone at Lewis Brownlee Financial Services, we’d like to say ‘Congratulations Chris!’ and a very big ‘Well done!’

 

As always, if you would like to speak to Chris or any of our expert advisers, please do call us on 01243 767 469. Alternatively, you can email us from our contact page, and an adviser will be in touch. We’re always happy to help!