Congratulations to Kellands team member Phil Lane who has just passed the final unit of his Diploma in Financial Planning.
It’s a huge achievement after more than eighteen months of study and six exams to complete. Phil is now planning on undertaking his training to become a Paraplanner and eventually hopes to become a Financial Adviser. He has his sights firmly set on chartered status and we wish him the best of luck.
It’s not all work and no play however; when he’s not studying Phil is kept busy playing sport, football, cycling and running in particular. He also enjoys socialising and the drinks are on us after such a great result!
Phil is now keen to put what he has learnt into practice and also continue his studies. He says ‘Kellands has been really supportive helping with study materials, mentoring and exams. It is also encouraging that the company recognises the value of having a highly qualified and knowledgeable team across all roles’.
As you can see, we have a talented team here at Kellands, always striving to build and develop our extensive knowledge and skills to deliver the highest quality advice to our clients.
To see how we might be able to help you with your financial planning needs, get in touch today.