Congratulations to our Siôn Kenny on passing the PFS R03 Personal Taxation qualification
Congratulations to our Alice Davies on achieving a Diploma in Financial Planning of the PFS and becoming our latest qualified Adviser
Having signed the PFS Oath our Director of Financial Planning Huw Roberts is congratulated by PFS CEO Keith Richards (not that one!)
Congratulations to our Director of Financial Planning Huw Roberts, who was recently awarded and received a Fellowship of the PFS at the graduation ceremony at Merchant Taylor’s Hall, Threadneedle Street, London
We are delighted to announce that Ella Brindley has joined the team having recently graduated in Accountancy from Cardiff University. She is a member of the PFS and CISI and will be an Assistant Financial Planner. We hope that she will become a Chartered Financial Planner in the near future.