Many congratulations to Matt Beck, who is an Independent Financial Adviser based in Chase de Vere’s Bath office, who has been recognised for his outstanding achievements in completing professional qualifications.
Matt has recently passed his Advanced Diploma, which is the higher qualification level that Advisers need to complete if they wish to apply for Chartered Financial Planner status.
Having achieved this accreditation, Matt has been contacted by the President of the Chartered Insurance Institute of Bristol and informed that he has been awarded the prize for obtaining the highest marks in the Advanced Diploma in Financial Planning in 2024 by the Institute.
This is fabulous achievement considering the large number of financial advisers in the region who take professional qualifications through the Chartered Insurance Institute. Matt will be presented with his award at an event in Bristol on Friday 28 March 2025.
Content correct at the time of writing.