Financial planners celebrate week of professional development

The team at Sutton Coldfield based financial planners, Henwood Court, are celebrating a successful week in professional development as numerous members of staff gained industry recognised qualifications.

Helen Allen, technical director, passed the STEP Certificate in Financial Services Trust and Estate Planning with a distinction.

Declan Kirby, financial planner, also became a fellow of the Chartered Insurance Institute and Lenea Appleby, client service specialist, passed her RO1 exam in an important step towards gaining her Diploma in Financial Services.

Managing director, Nicholas Platt said “We are extremely proud of the hard work and dedication of our team to progress their personal development, particularly how busy they are with their day jobs.

"We 're also delighted that our Chartered Status has once again been renewed which is the gold standard of achievement within our profession, and being one of the most highly qualified firms in the country.

"We continue to encourage and support the team wherever we can and look forward to being able to celebrate our successes together soon. ”

For more information, visit https://henwoodcourt.co.uk/