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More Huge Strides for Cambrian

16th July 2014

In April 2014, three of our advisers took their final exams to achieve the status of Chartered IFA.

On 6 June we received the welcome news that Jason Lloyd-Jones, Ian Richards and Jack Taylor had all passed all of their exams and were now qualified as Chartered Financial Planners.

Indeed, Jason can put the letters FCII (Fellow of the Chartered Insurance Institute) after his name!

Very shortly we expect Cambrian to achieve Corporate Chartered status. We are in the process of implementing some measures which will be necessary to achieve this and we hope to announce it within the next couple of months.

We also welcome into our midst a new Financial Adviser, Mike Owen.

He was employed for many years by Standard Life and so is well known to Cambrian.

He works for Stephen Hopkins’ firm and we wish him every success which we are sure he will achieve by observing and adopting the “Cambrian formula”.

During the month we welcomed two students from Bishops High School in Chester, Dani Evans and James Pasco.

They are each going to do three weeks paid work with Cambrian during their summer holidays, both wishing to explore Financial Services as a career option.

Cambrian enjoys an excellent relationship with the School and our Managing Director, Roger Taylor, normally meets their group of high achievers as one of a number of speakers to give them an insight into various careers.

Finally, and by coincidence, an ex-teacher at Bishops High, Ed Davies, will be joining Richard Carew’s firm as a Trainee Adviser.

Once he is authorised, it will mean that there are nine advisers in the Cambrian group of companies.

If the last two years are a worthwhile guide, it will probably mean that our turnover could reach £3 million in 2015, of which 80% or more will be in advice and service fees.

We have about £200 million under management, over half of which uses the hugely successful formula for monitoring and managing investments for which we use Standard Life’s WRAP software.

We are looking to grow even further by acquisition but we do not intend to lose sight of the key elements of our successful formula.

We will continue to strive to create a happy working environment for a stable and successful team in our offices in Hawarden.

We will provide the high levels of service and advice to our clients which have been such an important feature of the successful relationships that we have built.