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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.

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Lambert Roper & Horsfield Limited is registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Registered in England - Company Number 4119910