Growing our own experts

I am pleased to advise that Paul Chilver, one of our financial planning managers was promoted to Associate level at Birkett Long IFA, with effect from 1 June 2016. Paul joined Birkett Long as a trainee at age 17, undertaking exams in his own time, and qualified as a financial adviser in 2011. 

This leads me to our financial planning training programme.  We recruited Kate in January 2014.  She has undertaken her professional qualifications and received support and training from Birkett Long.  Kate qualified as a financial planner in November 2015.

Due to the success of Paul and Kate, we have launched a trainee financial planner programme.  We have found that there is a shortage of good quality advisers in the industry and by ‘growing our own’ Birkett Long IFA will have a strong foundation for future growth. 

Nicola Ward
01206 217309