A team that aims high

It’s been a month of achievements here at Goodmans. Not only have our client managers been busy ensuring all work behind the scenes is running smoothly for our clients but they have also been studying hard for their exams.

Laura Milroy passed the STEP Certificate for Financial Services – Trusts and Estate Planning. This certificate builds on Laura’s knowledge and experience working with trusts and inheritance tax planning.

Sam Capstick followed soon afterwards by passing the (LP2) Financial services products and solutions exam. He has further developed his knowledge of key retail financial products such as savings, investments and tax wrappers.

Next up, Holly Moody rose to the challenge and passed the Pensions & Retirement Planning as part of her diploma in Regulated Financial Planning.

If that wasn’t enough, Jenny Ives one of our Chartered Financial Planners was awarded the highly esteemed Society of Later Life Advisers (SOLLA) accreditation in recognition of her skills and experience in working with and understanding the needs of older people and their families.

As Finbarr O’Reilly, a Director at Goodmans says, ‘You can’t give outstanding financial advice without having outstanding financial knowledge.’