Meet our latest financial planner
Siân James of Kellands Gloucester has been added to the FCA register to become a fully-fledged financial planner.
We are delighted to announce that we have added a new financial planner to our team.
Siân joined Kellands Gloucester in August 2018 and has been working with us as a paraplanner. Over the past six years, she has also been working assiduously on her exams, and she now has the following qualifications:
RO1, RO2, RO3, RO4, RO5, RO6 making up the Diploma in Regulated Financial Advice. She also has CF6 – Mortgage Advice, CF8 – Long term care insurance and J10 – Discretionary Investment Management.
Her ultimate aim is to achieve Chartered status.
In her capacity as paraplanner, she has already been working with clients and providing financial plans to help them achieve their goals, so Siân is more than ready to step up to the plate.
Many congratulations, Siân!