All at ML are delighted to let you know that Hayley has achieved the ‘Diploma in Regulated Financial Planning’ which is something that we are all extremely proud of.
Following a busy 2017, that saw ML support Hayley in taking and passing 5 financial exams to help her get to this position, Hayley decided to try and achieve the DipPFS qualification in early 2018.
This Diploma in Financial Planning builds on Hayley’s existing skills and technical knowledge across a number of key areas of Financial Planning and covers Financial Planning at a higher level in areas such as Personal Tax and Trust Planning, Business Financial Planning, Pension Planning and Pension Transfer Advice as well as Investment Planning.
One of the key fundamental cornerstones of ML Financial Associates is to develop the team, which in turn develops the business and the end result to you, our clients, is that we can continue to evolve and continue to improve our service to you.
Well done Hayley!