Farewell to Josh and Sue

Article by Christina

We are sad to announce that our long serving trainee financial adviser Josh Brooks has left us today.

We are sad to see Josh leave the company having been with us since October 2014. Over the last 5 ½ years Josh had seen us grow from just him and Christina, to eight staff and the opening of our new offices. Over that time Josh also saw the growth of our client’s assets under advice to over £50 million.

In 2016 Josh passed his mortgage qualifications and gained his Cert CII (MP). He then started to work on his financial adviser examinations and over the next three years sat the six exams required to gain his Level 4 Diploma in regulated financial planning.

Having completed his financial adviser qualifications Josh has decided to make a move away from the area and over to Liverpool and we all wish him well for the future.

At the same time Sue Hoole has also decided to step down and take a well-deserved rest – we are grateful for all the efforts Sue has put in over the last two years.

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Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
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Vouched For 2014

Overall and excellent service from Adele – thank you!

Mrs W

Very satisfied! A quick, friendly and professional service.

Mr P

On first meeting Christina in person she set my mind at rest and sorted everything I needed.

Mr T