CONGRATULATIONS
Congratulations to Max Taylor on passing his Diploma in Regulated Financial Planning exams!
The Diploma in Regulated Financial Planning is a level 4 qualification recognized by the Financial Conduct Authority (FCA) and is the qualification of choice for our profession. It develops technical knowledge and financial planning capabilities across six core areas.
This is the first stage in becoming a Financial Adviser and we are proud of Max’s achievements. Max commented ‘’I’m absolutely delighted to complete this part of my training and am now looking ahead to the next stage of my career”.
Max’s next step will be to work towards ‘Competent Adviser Status’ which all newly qualified advisers have to achieve, and we are excited and looking forward to Max joining our advising team and helping our clients secure their financial future.
For clarification of any points discussed above and any future independent advice regarding your own financial planning, please do contact us on 01626 833225 or email [email protected]
Have you visited our website recently? Click the link to see our recent changes and to subscribe to our regular updates www.loughtons.co.uk
Important Information
The views and opinions contained herein are those of Loughtons Independent Financial Advisers and may not necessarily represent views expressed or reflected in other economic communications, strategies or funds.
This document is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Loughtons Independent Financial Advisers does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Loughtons Independent Financial Advisers has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system.
Loughtons Independent Financial Advisers is a trading name of JPRS (South West) Limited. JPRS (South West) Limited is authorised and regulated by the Financial Conduct Authority.