Congratulations to Kieran as he qualifies as an Independent Financial Adviser!

Financial Fortress Ltd in Chester is committed to developing its colleagues and after 5 gruelling years (and 7 exams), our apprentice, Kieran Broster has finally qualified as an Independent Financial Adviser.

Kieran started at Financial Fortress in 2018 after working in recruitment and studied to become a Mortgage Adviser 2 years later. Since then, he has been working hard helping our clients buy their dream homes. Whilst delivering outstanding mortgage advice to our clients, Kieran was enrolled and began study of the Diploma in Financial Planning with the Chartered Insurance Institute. About 18 months ago, Kieran was promoted to the role of “Para-Planner” (a specialist assistant to qualified financial advisers) gaining valuable experience before achieving full qualification in September 2023.

Managing Director of Financial Fortress, Wayne Musker says “We are delighted to continue our investment in the financial planners of the future, our industry is incredibly hard to get into given the high standard qualifications needed. I can’t wait to supervise Kieran’s continued development and have complete faith in his high standards of diligence and client care”.

Kieran himself says “I feel incredibly lucky to be able to gain experience in my role and love helping our clients achieve their financial security. I realise financial planning can seem daunting to some, but I look forward to increasing the trust in our company and wider industry”.

To assist with Kieran’s development, we are seeking 5 clients who would like a pension or investment review FREE of any initial charge. All meetings and advice will be conducted under the full supervision of our Managing Director (and industry veteran) Wayne Musker so you will be in the best of hands!

Excellence Awards with a nomination for the Supply Chain Operations (People) Award. The winner at the ‘Oscars of the supply chain industry’ will be announced on 9 November.

Furthermore, Wincanton’s collaborative work with Hinkley Point C has seen it shortlisted for Logistics Partner of the Year at the Logistics UK Awards. Logistics UK is one of the biggest business groups in the UK, supporting, shaping and standing up for efficient logistics. As the only business group in the UK that represents all of logistics, its awards, which take place on 7th December, represent the very best in the industry.

This year, Wincanton has been recognised at the Chartered Institute of Logistics and Transport (CILT) 30th Awards for Excellence, where its focus on guaranteeing accuracy, security and transparency for EDF’s £32 billion construction project saw it shortlisted for the Operations Management Award. Wincanton was also proud to be shortlisted for Employer of the Year at the Business Leader South-West Awards, which acknowledge and celebrate outstanding business achievements in the region in September.

Whether you are a business owner looking for tax advice or a private individual wanting to review your pensions and investments, this is surely an offer you can’t refuse!

Contact us on 01244 319962 or email: info@financialfortress.co.uk to book your meeting today.