We’re delighted to let you know that after a year of training, our Client Relationship Manager, Elliot Unsworth, has passed his Diploma in Financial Planning.
Elliot aspires to follow in Sylvia’s footsteps and become a fully-fledged Financial Planner. By gaining this diploma, Elliot’s technical knowledge across a broad range of advisory areas has strengthened and all standards for him to practice as a Financial Planner have been met. His role will now focus on applying this knowledge under training and supervision from Sylvia, as he continues to assist our clients with his new, formal level of knowledge.
1st Chartered prides itself on delivering a high standard of service and as we continue to grow, Elliot will be responsible for advising a number of clients. But his qualifications won’t stop there… Elliot is now working towards obtaining his Certified Financial Planner status in August which is the only globally recognised mark of excellence in Financial Planning.
We’d like to congratulate Elliot on this fantastic achievement to date and also wish him good luck in the next stage of his exams and development.