Tameside-based chartered financial advisory outfit Mottram Financial Services is celebrating exam success for three of its team, who used the Covid-19 lockdown as an opportunity to achieve their professional qualifications.

After months of hard study and the completion of six exams each, George McCallum, Dane Hunt and Sami Beck have been awarded the Chartered Insurance Institute’s (CII) Diploma in Regulated Financial Planning.

The diploma provides the technical knowledge and skills needed to give retail investment advice and fulfils the Financial Conduct Authority’s (FCA) qualification requirements for financial advisers.  

It also provides the first steps to becoming a Chartered Financial Planner.

Mottram Financial Services is committed to the development of the financial advice profession and provides A Level leavers and graduates with the opportunity to gain access to professional qualifications. Today, 80 per cent of its staff are qualified to at least diploma level.

Nicola Rogan, director at Mottram Financial Services, commented: “In what has been a difficult 18 months under lockdown restrictions, these results are a fantastic achievement. Not only does it give George, Dane and Sami a terrific platform on which to build their careers, but also, from a business point of view, gives us a great pool of talent as we continue to expand and grow our business.”

Dane Hunt, business support administrator, added: “Having completed my A Levels at Ashton Sixth Form, I decided that university wasn’t for me but still wanted a professional career.  

“The Diploma in Regulated Financial Planning has given me that opportunity.  I am now looking forward to starting my advanced exams as I seek to become chartered.”

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