Informed Financial Planning are very pleased to announce Joe Sanders from their graduate trainee programme, has been promoted to financial adviser and is now authorised by the Financial Conduct Authority to provide financial advice on the full spectrum of financial planning needs.
Joe has been a Research Analyst since he started working for us in August 2011 and having demonstrated his commitment to paraplanning, it was felt that the time was right to offer him this exciting opportunity. When asked whether he thought he was ready to become a financial adviser and he stated “This is an exciting opportunity and I intend to make the most of the chance given to me!”.
This has been yet another testament to Informed Financial Planning’s graduate scheme as Joe follows in the footsteps of Gregg Crawford and Darren Goodall, who both have become successful Financial Advisers within the company.
Joe has achieved the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and is well on his way towards the Advanced Diploma. Becky Colley, Compliance Director at Informed Financial Planning stated “Joe’s commitment to financial services has been exemplary and I have no doubt that his will to succeed, hard work, and desire to put the client at the heart of everything he does, will further enhance his reputation within the business”.
I hope that you will all wish Joe every success in his new role. To learn more about Joe please click here to view his LinkedIn profile or for a discussion with regards to becoming a client of ours and dealing with Joe do not hesitate to contact our Hull office for an informal chat on 01482 219325.
If you would like Informed Financial Planning to assist you with your financial plan, please contact us for a no obligation initial meeting on 01482 219325.