Congratulations To Mark Banks On Passing Another Exam!

Financial Advice Lichfield
Mark Banks, Paraplanner

Paraplanner, Mark Banks is a man on a mission to successfully complete all of his professional financial qualifications, hopefully by the end of May this year. He passed his Investment Risk & Principles Unit 3 Examination in February and the latest examination he has passed is on Taxation. This leaves Mark with just one final examination to pass in order to attain the Level 4 Diploma In Financial Planning.

For the taxation examination Mark studied inheritance tax, capital gains tax, taxation on benefits in kind from employers, taxation in regard to pensions and tax in relation to businesses including corporation tax.

Mark is a member of our in-house Training Academy and has studied with his colleagues but also taken on a lot of extra studying in his own time to achieve this latest exam pass. Well done, Mark!

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