Congratulations to Stanley Fowler who found out last Friday that he has passed his final three exams meaning he is now qualified!
Team News
Exam Success for Kayleigh!
Well done to Kayleigh Jones who has passed her Assurance exam with a fantastic mark of 86%.
Amber Theobald joins the team!
Amber Theobald joined the team in September 2021 as a Personal Tax Apprentice, after finishing college at BHASVIC.
James achieves a Distinction in his final module!
Well done to James who has been awarded a Distinction in his Digital Marketing Techniques module as part of the CIM’s Level 4 Digital Marketing course!
Chris plays in the PGA Pro Am tournament at Walton Heath Golf Club!
On Wednesday, Chris Morey was invited by Piers Bonnett from Wellesley Wealth Advisory to participate in the PGA Pro Am golf tournament at Walton Heath Golf Club.
Welcome to the team – Kayleigh Jones!
Kayleigh joined the firm in August 2021 after graduating from the University of East Anglia with a Mathematics degree.
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