Congratulations Ceri! HG Financial Planning’s Latest Fully Qualified Independent Financial Advisor
Ceri Becomes a Fully Qualified Independent Financial Advisor
We are delighted to announce that our paraplanner Ceri has completed her Diploma in Regulated Financial Planning and has achieved her almost lifelong dream of becoming an Independent Financial Advisor!
Ceri has been working towards her Diploma since joining us in 2017, showing great dedication completing seven exams in a variety of fields in order to offer her clients expert and rounded advice whilst also learning on the job under the mentorship of Director (and father!) Chris.
So what does this mean for our clients?
At HG Financial Planning we have always been proactive and committed to continuous development and making sure our clients are looked after now and in the future.
As our clients are already aware we hold their continued financial security as a top priory at the centre of our business model. This means that our clients can rest assured that they will continue to receive top quality advice and a personal service delivered in a friendly but focused manner.
This has become an increasing concern amidst a consistent decline in the adviser workforce due mostly to increased regulation in the industry as well as an aging adviser population.
The loss of many advisers has resulted in less choice of advisers for ordinary people and increasing charges. Many clients are also being ‘sold’ or passed on to larger firms intent on achieving accelerated growth by acquiring IFA firms rather than growing naturally.
This can lead to a marked decrease in the quality of the service they receive. A key part of choosing the right adviser as included in Which’s guide on how to find a financial advisor is to be sure you’re not receiving generic advice that could apply to anyone.
Consistency Coupled With a Broad Range of Experience and Expertise
That is why we are excited not only for Ceri but for HG Financial Planning, as her accomplishment is the next step in our strategy of continuous improvement for our clients.
Ceri’s university background in International Business, finance and economics as well as her exploration into the newest technology and software combined with Chris’ extensive pensions knowledge and over 27 years’ experience, makes them the perfect team for your financial planning needs!