22 Dec 2020

A celebration of success

Sarah Stone

Office Co-ordinator

Congratulations to members of our team

At Investec, we are always striving to develop the skills and experience of our staff. Here in the Cheltenham office, we are celebrating the recent successes of several valued members of our team.

 

First, we’d like to congratulate Sophie Haslehurst and Christian Feroze who have both achieved their Chartered Financial Planner status, enhancing their technical skills and knowledge through the Advanced Diploma. Holders of the Chartered Financial Planner qualification are among the most experienced and most highly qualified advisers in the profession. Sophie and Christian have completed up to 20 exams each to achieve this and we are delighted to recognise their achievement.

Congratulations are also due to our two Associate Investment Managers, Mike Radford and Chris Hutchinson, who have both recently passed the Portfolio Construction Theory module of their Chartered Wealth Manager qualification. With both having already passed the Financial Markets module at the start of this year, they are now only one module away from completing this postgraduate qualification. Our congratulations go to them too on their achievements and we look forward to celebrating further results next year.

About the author

To contact or read more about the team in Cheltenham, visit their team page here.

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Whether you are looking to invest for the first time, or have an investment portfolio already, if you don’t know where to begin, or know exactly what you are looking for, we can help. Contact your local Investec experts in Cheltenham today, to discover how we can help you to fulfil your financial goals, and live life the way you want to.