Congratulations to our Practice Manager, Andrew Park who has completed the St. James’s Place Paraplanning Academy and has now passed a total of 7 Chartered Insurance Institute (CII) exams including:
- CF1 UK Financial Services Regulations and Ethics
- R01 Financial services, regulation and ethic
- R02 Investment principles and risk
- R03 Personal taxation
- RO4 Pensions and retirement planning
- R05 Financial protection
- R06 Financial planning practice
Andrew started working at MGL Wealth Management Ltd in September 2017 and his professional background is predominantly in marketing and media. The qualifications and training from the Paraplanning Academy has given him a wealth of understanding and knowledge of the financial services industry and
St. James’s Place products and systems.
Andrew said: I’m proud to have achieved my Level 4 Diploma in Financial Planning. I’m really looking forward to what the future holds in my new career in financial services.
Director, Barry Talman said: Well done to Andrew on achieving your qualifications. At MGL Wealth Management, we are committed to continually developing our knowledge and understanding of the financial services market – keeping up to date with any changes in legislation to ensure we provide the best possible service to clients.