Congratulations Jade!

Author: Jade Shelton
Published: 27th August 2021
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Over the last two years, Jade has been studying and undertaking exams for the Diploma in Regulated Financial Planning.  

The qualification comprises of six modules which includes: Financial Services Regulation & Ethics, Investment Principles & Risk, Personal Taxation, Pensions & Retirement Planning, Financial Protection and Financial Planning Practice.   

This month, Jade received the results from her final exam that she took at the beginning of July and we are very pleased to announce that she passed and has now achieved her diploma.   

This is a massive achievement and we are extremely proud of Jade for her dedication and commitment to her studies. 

Jade has this to say about her latest achievement:  

“I feel extremely proud to have received my qualification.  It’s been such a strange time but I have managed to remain disciplined and focused throughout.  Whilst I studied and passed all these exams myself, I could not have done any of it without the support from my partner, my colleagues, my family and my friends.  A special thanks goes to Huw, he has blessed me with such an amazing opportunity and I feel so grateful to be part of such a wonderful team. Whilst I have been working in this profession for nearly 8 years, I feel as though my journey is only just beginning and I’m so excited to see what the future holds 

 We hope that you will join us in congratulating Jade and we look forward to watching her grow and develop over the coming years.