Archive for November, 2018

Adviser sign off and exam success

Posted on: November 19th, 2018 by fwAdmin

We are pleased to report that Amy Grace and Susan Nelder have achieved regulatory sign-off and are now qualified Financial Advisers. Amy and Susan have been with Five Wealth from inception, working closely with Directors Phill Dewhurst and Phil Shaw and we are delighted that they have both now progressed to adviser status.

In addition we are delighted that two of our Financial Planning Managers have passed the first stage of their exams. Rick Gosling and Angelica Rothwell have now achieved the Diploma in Financial Planning from the CII and will begin working towards their Advanced Diploma.

Well done to everyone!!