Our congratulations go to Phil Neilson, who has recently achieved authorisation as a Financial Adviser.
Phil joined us in early 2018 as a paraplanner and was offered the opportunity to work towards financial adviser status as part of his development.
Since then, Phil has been working hard to pass his exams and complete the necessary steps towards his authorisation and, in July of this year, all his efforts paid off.
Phil is “absolutely delighted” with his achievement and is looking forward to transitioning into his new role.
Well done Phil.