One of our clients is organising an exam based revision day to be run by Neil Dickey, a fellow of the Personal Finance Society (PFS) and a Chartered Financial Planner. Neil is one of the UK’s most qualified and respected names in financial planning. Having started his career as an adviser, he has also worked as a paraplanner and more recently a freelance technical author and trainer.
Neil is running a free AF7 day organised by Fidelity on Thursday 29th March, and Friday 30th March is the additional day to develop further information presented on the course.
It is essential that you register and attend day 1 here.
Day 2 is being organised by Michael Carrick from Carrick Financial Management (CFM). The cost will be a maximum of £200 depending on numbers. CFM will underwrite the day but if there are sufficient attendees the cost will come down.
You can contact Michael to discuss any aspects of the course via telephone on 0191 2170007 or his email which is michael@carrickfinancialmanagement.net
ATEB Suitability wins Best Suitability Report Generator at the 2024 UK Enterprise Awards
David Anderson Suitability 2024, email, FCA, Update
ATEB Suitability is proud to announce its recent accolade at the 2024 UK Enterprise Awards, where it won “Best Multi-Product Suitability Report Generator.” This award recognises ATEB Suitability’s innovative approach to suitability report generation, setting new standards in the industry for accuracy, efficiency, and user-friendliness. The UK Enterprise Awards celebrate outstanding businesses and organisations that […]