Welcome to the team Mhairi

Executor-service
Executor-service

Article by Christina

Great news, our newest team member Mhairi Flynn joined us on Monday 19th October.

Mhairi has joined us as a Trainee Paraplanner. She has recently completed a degree in Business & Management at Leeds Beckett University and is now raring to go in her new role. Becoming a fully qualified paraplanner takes time but Mhairi is confident that financial services is what she wants.

Qualifying will involve a number of detailed learning modules covering all aspects of financial services and planning in detail, each with an examination to be passed. Mhairi will benefit from a lot of hands on learning supporting both Christina and Adele and will be “sitting in” on client meetings to learn the processes involved.

We wish her all the best.

The Benefit of Independent Financial Advice Explained

Why taking personalised financial advice is a good idea, both now and in the future.

If you have any questions about Financial Planning please feel free to give us a call on 01282 614444 or drop us an e mail to enquiries@ccfps.co.uk

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

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

Mr T

We have been very happy with the service and everyone we have spoken to at the office has been very helpful.

Mrs P

I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele.

Mr O