Celebrating Elly’s Exam Success!

Crown Wealth Management has been celebrating Elly’s exam success

After successfully passing the CISI Investment Risk & Taxation and the CISI Financial Planning & Advice exams in the last couple of months, Elly has now been awarded the Level 4 CISI Diploma in Investment Advice (Financial Planning).

The work Elly has put in demonstrates her commitment to professional development and will help us continue to provide a high level of service to our clients.