Becoming Diploma Qualified

We are pleased to announce that Luke Bennett has been meticulously balancing his delivery of high-quality work with his exam revision, and has successfully completed R06, the final part of the series to achieve his Diploma in Regulated Financial Planning.

The Diploma is the industry standard qualification for financial advisers - allowing the development of core technical knowledge and financial planning capabilities across six core areas - and is also an FCA requirement in order to provide advice on investment products.

Luke is already looking ahead, and is aiming to achieve Chartered status within the next few years. He has his next two exams booked in for April 2019: J02 (Trusts) and AF1 (Personal Tax and Trust Planning).

We support and encourage our whole team to develop their professional qualifications so that we can continue to provide our clients with a gold standard planning and advice service. We look forward to announcing more exam successes in the near future!

The Manse Team