Congratulations to Eastcote Wealth’s Andy Reynolds who recently passed the PFS’s AF7 Pension Transfer exam. Not only does this mean Andy can give clients advice on the complex area of Defined Benefits pensions, but it also qualifies him for Fellowship of the Professional Finance Society (PFS), their highest award. Well done Andy: all your hard work is paying off.
As further evidence of Eastcote Wealth’s commitment to the highest standards for our advisers, Phil Jefferies also passed his Pension Transfers exam in the same sitting as Andy. Phil is now one step closer to achieving his Advanced Diploma in Financial Planning and gaining Chartered Financial Planner status.