Further exam successes for Matt and Charles

Two of our advisers have just been successful in their latest set of professional exams.

Charles Homer has just passed the CII CF6 exam, which combined with the R01 exam from his diploma gives him his Certificate in Mortgage Advice (FCA’s qualification requirements for mortgage advisers).

In the meantime, Matt Hodges has just passed his Later Life Planning exam this week, having passed his Equity Release exam in December. This follows on from Matt attaining Chartered Financial Planner status back in August last year.

The picture shows Charles on the left and Matt on the right.

Many congratulations to both!

< back to News & Views

News Feed

News & Views

August 19, 2026

Why Diversification Still Matters in 2026

Diversification remains one of the most important principles of long term investing — even in a world dominated by AI, technology and fast moving global markets. Here’s why spreading your...
Read more