Lifetime Financial Planners Phil Richards and Girish Lad will be attending a glittering gala ceremony in London on Friday, April 25.
When someone reaches APFS or has achieved Chartered or Fellowship status, then the Personal Finance Society will invite that person to attend one of their ‘Graduation Ceremonies’.
Phil and Girish (pictured below) have both reached that level – and as a result will be attending the Personal Finance Society’s champagne reception at the Chartered Insurance Institute in the City of London.
Guests of honour will include David Ingram, President of the Personal Finance Society, and Keith Richards, CEO of the Personal Finance Society.
Phil will be taking his wife Roz along to the event, and said: “I’m really looking forward to the event. It should be a great occasion and I’m happy that I can share it with my wife. I worked hard to get through the exams and am delighted I’ve managed to get these qualifications.”
Personal Finance Society qualifications are recognised throughout the world as evidence of commitment, knowledge and understanding. They underpin professional integrity and support the delivery of service to the customer.
The graduation ceremony will reflect this and publicly acknowledge Phil’s achievement in joining a respected professional body in the financial services community.