Gordon starts work to obtain his Diploma

We are supporting our latest team member, Gordon, to obtain the Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII). Gordon will embark on a journey of six exams, showing his dedication to our profession. Gordon will not only be mentored by Carl, but we’re being supported by the NextGen Planners Academy. This Academy supports fresh, talented new entrants into the financial planning profession to pass exams quicker, but also crucially to pick up the vital skills required to be a world class financial planner, improving the service we provide to our clients.