Tuesday, 09 April 2019 11:35

Chartered Status For Sheffield Financial Planner

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Sally Talbot Sally Talbot

A Paraplanner who works at wealth management and financial advice firm, Russell Ulyatt Financial Services, has become a Chartered Financial Planner.

Sally Talbot has successfully completed the Chartered Insurance Institute’s (CII) accreditation. 

Her firm says her success strengthens its Sheffield office, which has taken on three new members of new staff over the last 12 months.

Joining Russell Ulyatt’s Sheffield team in 2017 as a Paraplanner, Ms Talbot has achieved Chartered status in less than two years.

 

She has previous experience at Grant Thornton, as well as Aviva, where she was advising on savings and investment planning for almost a decade.

Ms Talbot said: “Being awarded chartered status is a proud moment for me.

“It is great to receive official recognition for achieving the CII’s standards of excellence.

“It provides additional reassurance to our clients to know they are in the best hands when dealing with their financial matters.”

Ian Browne, head of advice at Russell Ulyatt, said “Across the RU Group we have embedded a strong culture of learning and development and support the team in training and achieving qualifications.

“Sally is an asset to our team and her success means that 40% of our advisers and Paraplanners have also achieved chartered status.

“We believe that this recognition is important for Russell Ulyatt’s clients and staff, enabling them to feel confident that they are with a company which continues to invest in training, development and demonstrates the highest standards of excellence and professionalism.”

 

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