Big “Well Done” To Charlotte Trueman On Passing Taxation Exam

Financial Advice near to Tamworth
Charlotte Trueman, Head Of Client Support

The R02 qualification on taxation is one of the hardest to pass, but Charlotte has done it! As a member of our in-house Training Academy, Charlotte has been studying for this exam since January.  She was supported on a weekly basis in her studies by her colleagues in the Academy meeting each week, as she tackled the course material comprising 10 chapters each of 50 to 60 pages on all aspects of taxation.

Charlotte has a pivotal role at Four Oaks Financial Services as Head of Client Support and she is also a busy mum, so packing in all the study and revision is a big commitment. We are delighted that she has passed.  The examination is time limited to 120 minutes and tests not only the candidate’s knowledge but their ability to perform correct calculations.

“The reason I am studying for the Diploma in Professional Financial Advice, is two-fold.” Says Charlotte. “It gives me the option in the future to become an Adviser, but right now having a much greater understanding of taxation helps me on a daily basis. When I am updating clients on the progress of things like the processing of their ISAs and pensions, I have a better grasp of what they and their Adviser are working to achieve, so I feel that I am doing a better job for the client and the firm.”

In her role as Head of Client Support, Charlotte and her team provide essential support to our team of Financial Advisers providing financial advice in Tamworth and wider area.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Warm congratulations on this achievement Charlotte.