Emery Little news

Investing in excellence: How our team’s qualifications benefit you

By Joanna Little

Posted 3rd Jul 2024

Reading Time: 2 Minutes

At Emery Little, we’re always striving to enhance our expertise so that our clients receive the best possible financial planning advice and that’s why we’re committed to continuous improvement and professional development within our team.

Recent achievements in our team

We’re proud to share some recent accomplishments across our teams:

  1. Financial Planning Team: Our Associate Planner, Jasmine Granger, has recently passed the exams necessary to become a Chartered Financial Planner. This is one of the highest qualifications in our industry. Meanwhile, her colleague Joel Williams, is making excellent progress towards his Diploma qualification, a significant step on the path to becoming Chartered.
  2. Paraplanning Team: Our Paraplanning team leader, Satu Flynn, and deputy, Oscar Ward, have both achieved Chartered Financial Planner status. Another team member, Adrian Felaar, has achieved his Diploma qualification, further strengthening our technical capabilities.
  3. Administration Team: In our Administration team, we’re seeing great strides. Kira Iles, our Administration ‘Vice Captain’, has attained her Diploma. This ensures that our administrative processes are underpinned by solid financial knowledge.

Why qualifications matter in Financial Planning

You might wonder why these qualifications are so important. In the world of financial planning, staying up to date with the latest regulations, products, and strategies is crucial. These qualifications ensure that our team members have a deep understanding of complex financial concepts and how best to apply them for our clients.

Pursuing these qualifications demonstrates our team’s commitment to best practice. It’s not just about knowing the facts; it’s about applying them in a way that best serves our clients’ interests.

Our commitment to continuous improvement

At Emery Little, we’re not content with meeting the minimum standards. Our aim is for everyone in a financial planning or technical role to work towards the highest possible qualification. This commitment to ongoing learning and development means that when you work with us, you’re engaging with professionals who are at the forefront of financial planning knowledge.

We invest in our team’s development so that we can deliver the best possible advice and service to you. Because, at the end of the day, our success is measured by your financial wellbeing and peace of mind.