Our team at Blue Ocean have been hard at work and studying for various qualifications and we would like to update our clients with our achievements.
We are so pleased to announce that Annabel has now passed her Level 6 Advanced Diploma in Financial Advice which means she is now achieved Chartered Status.
This qualification is considered the gold standard in financial planning and is the highest mark of trust, capability and professionalism in the industry. To gain this qualification Annabel has undergone years of intensive study into pensions, long term care and later life planning, managing investments and trust, and tax compliance. Then applying her knowledge together with the skills of financial planning in order to be able to advise clients across a wide range of issues.
By choosing a Chartered Financial Planner, you have access to;
- A high level of technical expertise – Achieving Chartered status demonstrates to you that your financial planner has achieved a high level of technical competence. This is likely to be through professional qualifications and accreditations, and a commitment to continued professional development.
- High ethical standards – Chartered status acts as a mark of trust.
So, in short dealing with Blue Ocean Financial Planning, you can be sure that this firm will be the benchmark of professional excellence and integrity.
In keeping with Blue Oceans philosophy have ongoing excellence in academic qualification, we are pleased to advise that our Administrator, Karen Gorbutt, has passed the first stage of her Level 4 Paraplanning qualification. This will enable Karen to fully support the financial planners, as they will not only be able to administer the adviser’s recommendations but will understand the recommendations that have been made.
We are pleased to announce that our Administrator Laura Fidge has passed her Certificate in Mortgage Advice and Practice (CeMAP). She has been working hard over the last couple of years and is now qualified to provide mortgage advice to our clients.
Achieving this qualification is a valuable addition to our services as many of our clients will benefit from a fully independent mortgage advice service which will ensure you are on the lowest interest rates and have the best possible solutions to repay your loans within the timeframe that suits your overall financial planning objectives.
John Doyle – Owner/Managing Director
John is also well on the way to becoming a Chartered Financial Planner and has recently passed the first two stages of his assignments in advanced retirement planning and is awaiting the results of his recently sat exam in pension transfers.
John currently is a Level 4 Financial Planner with over 25 years’ experience. He also has a qualification to advise clients on equity release which are becoming more popular as a way of releasing capital and mitigating Inheritance Tax.
We believe the teams progress and achieving the above-mentioned qualifications will give our clients the confidence to know that they are dealing with the firm that takes managing their money very seriously. We will be constantly studying and striving to achieve ever-higher standards in order that we become the best that we can possibly be to provide exceptional value to our clients.