Sian racks up another exam success

Sian James has had yet another exam success and she is now only one step away from full level 4 qualification.

Sian has just learned that she has passed her RO3 Personal Taxation exam. The aim of this exam is to provide you with an understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts. It is assessed at level 4.

The exam forms part of the Diploma in Regulated Financial Planning. Since joining Kellands back in August 2018, Sian has been studying hard, and has achieved a steady series of exam successes. Her aim when she joined was to qualify as a financial planner and she is getting ever nearer achieving her goal.

Many congratulations Sian – keep up the good work and best of luck with the next one!

< back to News & Views

News Feed

News & Views

July 27, 2026

How to adjust your investment portfolio for a smoother transition into retirement

Retirement marks the start of an exciting new chapter, but it also requires a shift in how you think about investing. Discover how to adjust your investment portfolio for income,...
Read more