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Every single day we’re honoured to work alongside the wonderfully talented members of our team. Today, however, they’ve done us prouder than we ever could have imagined as we celebrate not just one, but five individual examination passes amongst four members.

Not only this, but special mention goes to our Head of Analysis and Compliance Lisa Tipton who, due to her pass in the CII AF7 Pension Transfers paper, now goes on to be the second member of our team to reach Fellowship status after partner Steven Hodgson, the highest possible accolade from the Chartered Insurance Institute. Lisa also received news of her nomination for the Women in Investment awards earlier in the week.

The Financial Planning team also did particularly well with Helen Weatherhead passing not just one, but two exams (CII JO2 Trusts and CII AF1 Personal Trust and Tax Planning) and Anthony Long passing the CII AF4 Investment Planning paper, taking them both very close to their individual Chartered status. Simon Warne passed CII AF3 Pension Planning with flying colours obtaining an outstanding mark.

Trainee Analysts Heather Camsell-Graham and Michael Duffield also passed exams earlier in the month. Heather passing her first industry exam, CII RO1 Financial Services, Regulation and Ethics and Michael passing CII RO2 Investment Principles and Risk.

A huge congratulations to all who’ve passed exams or qualifications this week, after all, “An investment in knowledge always pays the best interest,” Benjamin Franklin.

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This post was written by Karen Parker