Congratulations to Pauline and Ailsa, who have both taken financial exams recently and passed with flying colours!
Pauline chose to build on her existing knowledge and understanding of trusts by taking the J02 Trusts examination set by the Chartered Insurance Institute (CII).
Ailsa is working towards her Society of Later Life Advisers (SOLLA) accreditation. Therefore, she chose to update her knowledge and bring her qualification in long term care planning up to date taking the CII’s CF8 examination.
At Springfield Financial Services, we regularly advise clients in relation to trusts, estate planning and later life services, and we pride ourselves on having up to date, relevant knowledge and qualifications in these areas.
For further information or to arrange an initial no-obligation consultation, please telephone us on 01772 729 742, or simply fill out our online enquiry form, and we will give you a call to discuss your requirements.