Nick Hepburn Goes Back To School

Financial Advice Sutton Coldfield
Nick Hepburn

Another member of our team is taking their next step on their career path at Four Oaks Financial Services.  Nick Hepburn has been accepted to join the Quilter Financial Adviser School.  Nick works in our Paraplanning team but has set his sights on becoming a fully qualified Financial Adviser by the end of January 2021.

Nick had to work hard to get accepted into the School having to pass a rigorous set of tests and an assessment day. The Quilter Financial Adviser School enables students to study and sit all of the six required exams for a Level 4 qualification in 12 months.

He has worked in our Paraplanning team for over 18 months and has acquired a good knowledge of financial services terminology and procedures, which will put him in good stead.  He is looking forward to joining our team of Financial Advisers providing financial advice in Sutton Coldfield. Nick will transition from Paraplanning to Advising as he gets qualified first to give Advice on Protection, then Mortgages and finally being fully qualified.

Nick says “This is a great opportunity for me to progress in my career. I’ve already had offers of help with role-play exercises from the Financial Advisers and support from my colleagues who have already taken some of the exams. Prior to coming to Four Oaks I was in the fitness industry working one to one with clients, now I will be able to help people to get fit, financially.”