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Kelvin passes 19 exams to reach Fellowship status

26 November 2019 12:13 PM | Tracie Davey (Administrator)

Kelvin passes 19 exams to reach Fellowship status

Kelvin Riches, a Chartered Financial Planner at Sussex-based MHA Carpenter Box Wealth Management (CBWM), has reached the top qualification of his profession by passing 19 exams to attain Fellowship of the Personal Finance Society, the professional body’s highest level of accreditation.

CBWM has a team of experienced financial advisers who provide an integrated financial and tax advice service, working very closely with the MHA Carpenter Box professional tax advisers to provide a fully comprehensive wealth management solution.

Kelvin joined CBWM in October 2017 as a qualified financial adviser with 10 years' industry experience and holding the diploma in financial planning. Shortly after joining, he received an award from the Sussex Personal Finance Society for the best completed diploma in regulated financial planning for the 2016 -17 academic year.

Deciding the Diploma was not enough, Kelvin completed a further six exams in 2017-18, including four at degree equivalent level. He became a Chartered Financial Planner in December 2018, but continued to study, gaining four additional qualifications to become a Fellow in October of this year – one of around only 5,000 practitioners in the UK to hold this qualification, not all of whom give advice.

Kelvin commented: “I have always taken professional development seriously and I consider the journey that I have pursued over the last two years to be my personal Everest. It’s a great feeling to reach the summit after around 2,500 hours of study.”

Roy Thompson, Partner and Head of CBWM, added: “Congratulations to Kelvin on his Fellowship appointment, which is very well deserved after the hard work and effort he has put in.

We are pleased to have such a dedicated individual on board and are confident that if you approach us for financial advice, our team, including Kelvin, has the technical expertise to ensure a quality outcome is delivered. “

https://www.carpenterbox.com/services/wealth-management/

www.carpenterbox.com



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