We are extremely pleased to announce Chloe Drew has achieved the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning and can now use the designated title DipPFS as she has demonstrated her knowledge, technical capability and ongoing commitment to professional development. The level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

In Chloe’s words “I started working at Allen Tomas & Co in March 2017 as a Trainee Financial Administrator and passed my first exam in the June of that year. Last week, I received the result for my latest exam R06 – Financial Planning Practice, the last step in achieving the CII Level 4 Diploma in Regulated Financial Planning. I am very happy to say that after four years of hard work and in my current role as a Paraplanner; I have achieved the prestigious title of a Diploma status member of the Professional Finance Society. I am now eager to start working towards the CII Level 6 Advanced Diploma in Financial Planning to further my knowledge within the industry and gain a greater understanding of more aspects of the financial planning process. I would like to thank Allen Tomas & Co for their continued support and encouragement with my studies and qualifications, I really couldn’t ask for a better team to be a part of”.