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Sue makes the Grade
Halifax firm LRH Wealth Management is celebrating the success of one of their staff members, who has recently passed two professional exams.
Sue West, Wealth Management director at the firm, is now just one exam away from becoming a Chartered Financial Planner after passing two modules from the Chartered Insurance Institute.
She passed her Diploma in Trusts in September, and this week has discovered she has also passed a Certificate in Investment and Risk.
“It’s a big step towards becoming a Chartered Financial Planner, so I’m very pleased,” said Sue.