Lambert Roper & Horsfield Limited Accountants Calderdale, Huddersfield
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You are here: Home » Press Releases » Sue makes the Grade

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.

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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