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You are here: Home » Press Releases » Early Christmas Presents for Sue and Paul

Early Christmas Presents for Sue and Paul

A director of a Halifax firm discovered she’d got an early festive treat this week after passing her professional exams.

Sue West, director at LRH Wealth Management Ltd, can now become a Chartered Financial Planner after passing her last module from the Chartered Insurance Institute.

She had already passed her Diploma in Trusts in September, and in November she has discovered she had also passed a Certificate in Investment and Risk.

There was also good news for financial consultant, Paul Smith, who passed his latest tests, and is now just two exams away from becoming a Chartered Financial Planner himself.

Sue said: “I’m delighted to have finally passed and feel very pleased with what I have achieved.

“I am also happy for Paul who has worked very hard – recently he took three exams in one go. I would also like to thank the company for being so supportive of our efforts, as it makes the training that little bit easier when you know you have the backing of your colleagues.

“I am now looking forward to using my new skills to help our clients.”

The New LRH Client Portal

We are delighted to announce that the LRH client portal (powered by Onvio, a Thomson Reuters company) is now fully operational… Continue reading →

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