75point3 employee attains six financial industry awards and accolades in 12 months!
An employee at one of the leading financial advice specialists in North Wales recently received his final industry accolade for 2015, the sixth in what a director of the company has described as an ‘outstanding year’ for him.
37 year-old Warren Bentham, head of paraplanning at 75point3, which provides advice to individuals and businesses on all aspects of financial planning for pensions, life assurance, investments and mortgages, attained his Paraplanner of the Year 2015 runner up prize at the IFP (Institute of Financial Planning) annual ceremony in October. A paraplanner is a financial services professional who researches, recommends and implements detailed investment plans for clients of financial advisers.
In addition, he also secured Professional Adviser Paraplanner of the Year 2015, a level six diploma in financial planning (Financial Planning Standards Board), an advanced diploma in financial planning (Personal Finance Society/Chartered Insurance Institute) and has become a chartered financial planner (Chartered Insurance Institute), as well as a fellow of the Personal Finance Society. 2016 will see him begin a Master’s in Financial Planning and Business Management.
Commenting on Warren Bentham’s success Stephen Jones, director at 75point3 said: “Warren has quite simply had an outstanding year and we are all very pleased for him. The achievements, which have been recognised by leading financial industry institutions and authorities, are a triumph for his personal development and an excellent representation of 75point3’s high standards. We have ten financial advisers within the company, four of whom now hold chartered status and three fellowships. However, due to their every-day contact with clients, we also encourage our administrators and mortgage advisers to sit financial services exams. In an ever-changing sector often viewed as a minefield of rules, regulations and opportunities, knowledge is key, and the primary driver is our aim to provide up-to-date, concise and top quality advice to clients.”
Pictures: Warren Bentham, head of paraplanning at 75point3.
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Established in 1999, 75point3 is a firm of independent mortgage and financial advisers which provides advice to both individuals and companies on all aspects of financial planning, such as pensions, life assurance, investments and mortgages. The firm has offices throughout North Wales including Caernarfon, Colwyn Bay, Llandudno, Pothmadog and St Asaph.
75point3 is authorised and regulated by the Financial Conduct Authority, firm number 418618.
For more information about 75point3 Ltd, contact:
Stephen Jones, director
Tel: 01745 530202