Exam Success


By Chancellor

When Chancellor published its Mission Statement and Core Values (https://www.chancellorfinancial.co.uk/about/our-values/) early in 2019, we stated that one of the things that we pride ourselves on is having an experienced support team who are committed to providing clients with excellent customer service and providing them with the time, training and support that they may need in order to develop their full potential.

As our existing clients and professional contacts will know, each of Chancellor’s Chartered Financial Planners are qualified to the highest possible level. This is something that many other members of our support team aspire to.  We are absolutely delighted that two more of our colleagues attained the Level 4 Certification in the form of the Chartered Insurance Institute’s Diploma in Regulated Financial Planning.  They are now able to use, with pride, the designation Dip PFS. This is the standard that our regulator, The Financial Conduct Authority, require should they eventually decide to become Regulated Financial Planners.  Hearty congratulations go to both Emma Gudger and Sam Farnell for this monumental achievement which has required them to pass six exams over the space of many months and to burn the midnight oil, on occasions!

They now join the very first member of the Chancellor team from our formation in 2006, Janet Barlow, in reaching this important milestone in their careers.