Archive for August, 2019

Congratulations Amy & Liz

Posted on: August 7th, 2019 by fwAdmin

We are pleased to announce that Amy Grace and Liz Schulz have achieved Chartered status and are now Chartered Financial Planners. Amy and Liz have gained the Advanced Diploma in Financial Planning with Liz also becoming a Fellow of the Personal Finance Society.

Amy and Liz have been with Five Wealth since inception and are both fully qualified Financial Advisers, also working closely with Director Phill Dewhurst. We are delighted and proud that they have reached Chartered status. Congratulations to both on this achievement!