Six First Time Exam Passes Gets Our Academy Off To A Flying Start!

Local Financial Advice
Our Successful Academy Team with John Smith (Centre)

The first exams to be taken by our people through our new Four Oaks Training Academy have netted fantastic results with all six of them passing their RO5 Financial Protection examination first time!

Congratulations to Lily Jackson, Sam Harley, Emily Walker, Kevin Holder, Charlotte Holmes and Charlotte Trueman.

The aim of our Academy is to enable our Financial Advisers and our support teams to study for their professional qualifications. In this instance all of our Academy members who took this exam are not Financial Advisers, they are from our Paraplanning and Client Support teams.  We believe it is important for all of our staff to be as well qualified as possible in order to provide the very best service to our clients.

The Four Oaks Academy is now studying for the RO2 qualification in Personal Taxation.

“I am so pleased.” Says Four Oaks Managing Director, Martin Ward. “John Smith heads up the Academy and he has done a stunning job setting up the study plan, leading the Academy sessions and putting everyone through their mock exams and mentoring them.  Everyone has studied hard and deserves recognition for their dedication and commitment which has led to this great result.”

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