Press Releases
Exam success for Wealth Management team
Top Halifax Wealth Management Consultants, LRH Wealth Management Ltd, is celebrating a string of successes in professional exams.
Financial consultant, Paul Smith, and two of the firm’s directors, Sue West and Duncan Crossley, have all picked up qualifications from the Chartered Insurance Industry (CII).
Paul gained passes for his Diploma in Investment, passed an Advanced Diploma in Investment and a Certificate in Long-Term Care for the elderly.
Sue and Duncan also made the grade in their exams for the Long-Term Care for the elderly Certificate, which is an area of service LRH Wealth Management are in the process of developing.
Sue said: “This is great news, and we’re all very happy to receive first-rate results. We are particularly pleased for Paul, as it is unusual to undertake so many exams in one go. He has worked extremely hard and he has done us proud.
“The fact that we have all been successful in our qualifications for long-term care for the elderly is another coup for the business, as it is further evidence that people can trust us to deal with potentially vulnerable clients in a sensitive and professional way.”
For more information contact LRH Wealth Management on 01422 360788
