David began his studies whilst at Lloyds Bank but over the past 12 months he has studied and passed all the examinations required at an accelerated pace to become a fully qualified financial adviser and he has been very grateful of the support of Four Oaks MD, Martin Ward.
David is now working towards achieving Chartered Financial Planner status and he very much wants to keep his studying momentum going. So much so that he is going to put together a study group with other local financial advisers at Four Oaks who are also working towards Chartered status.
Martin Ward, Managing Director said “At Four Oaks we believe that to give the best service to our clients we must have highly skilled and informed financial advisers. The financial services industry is ever changing and we have to be up to date with regulatory and legal changes. David has worked really hard over the past 12 months to become a fully qualified Financial Adviser and I am looking forward to being part of his study group!”