IPA Awards Dinner

Two Albert Goodman employees are celebrating after some considerable exam success!

Director and Head of the Later Life team, Louise Osborne, has become one of the first four Chartered Financial Planners in the UK to complete the STEP Advanced Certificate in Advising Vulnerable Clients. A brand new qualification for solicitors, financial planners and accountants who work with vulnerable clients,   this certificate is a comprehensive programme for professionals advising those with mental or physical incapacity.

Receiving a distinction, Louise was one of the first 29 professionals nationally to pass this qualification – making her one of the UK’s most qualified individuals to advise vulnerable clients.

Commenting on her success, Louise says, “I am thrilled to have passed my STEP Advanced Certificate in Advising Vulnerable Clients. As well as being an accredited SOLLA advisor (Society of Later Life Advisors), this certificate means I can offer my clients the most up-to-date and comprehensive advice for later life planning. My clients often have complex financial needs and this qualification will ensure we can continue to deliver the highest level of service.”

Stacey Phipps, an Insolvency Administrator at the firm, has passed her Certificate of Proficiency in Insolvency Exams, with the highest marks in England and Wales. This qualification is the industry recognised exam for those specialising in insolvency, for both personal and corporate clients.  Stacey says “After five months of intense study, I was ecstatic to have achieved first place in England and Wales. The qualification is very relevant to my new job role and I feel the knowledge I’ve gained will have a great impact on my career development at Albert Goodman. I’m excited to see what the future will bring.”

Well done to Louise and Stacey!


Louise-Osborne-WEB-THUMB  Stacey-Phipps-WEB-THUMB


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