Prosperis staff earn their stripes

January 30th 2009

Prosperis staff have proved once again that they’re ahead of the game, with the news that Andrew Frazer and Robert Smith have each been awarded a Diploma in Financial Planning from the Chartered Institute of Insurance. This means that they and other Prosperis advisers are already fully qualified to the level the Financial Services Authority (FSA) will set as a minimum standard in 2012.

Furthermore, Prosperis director Mark Chandler recently passed the Society of Trust and Estate Practitioners Foundation Certificate for England and Wales. This qualification augments Mark’s existing knowledge to undertake trust reviews and is a fantastic achievement, typically tackled only by lawyers and individuals working within legal practices. This adds to the already impressive range of formal qualifications held by Prosperis advisers and further enhances our professional offering to clients.