Congratulations, Sam Farnell!

In this month’s company update, we would like to congratulate our adviser, Sam Farnell.

Sam has achieved a significant milestone, earning the prestigious Level 7 Diploma in Advanced Financial Planning from the Chartered Institute for Securities and Investment (CISI).

This Master’s-level qualification, known for its demanding case study analysis and complex financial plan creation, signifies that Sam holds a deep understanding of advanced financial planning. It’s a critical step toward Sam’s pursuit of the globally recognised Chartered financial planning (CFP) certification, for which he has already applied. Sam’s ability to develop robust financial strategies for intricate client situations is a testament to his expertise and commitment.

Once again, on behalf of everyone at Chancellor, we would like to congratulate Sam. 

Get in touch

To learn more about our advisers, their qualifications, or how you could benefit from working with us, email info@chancellorfinancial.co.uk, or call 01204 526 846 to speak to an adviser.