Latest Exam Successes

Both Kasia Strzalka and Sian Anthony have passed a further part of the Chartered Insurance Institute's Certificate in Financial Planning. This means that they are just one paper away from completing this qualification which is currently the standard required for all financial advisers in the UK. Our congratulations to both of them.

Castle Court Consulting support Testimonial Year for Martyn Williams

2010 has been designated a Testimonial Year for Cardiff Blues, Wales and British Lion, Martyn Williams. Both Jack Price and Richard Gough are members of the Testimonial Organising Committee and Castle Court looks forward to supporting the Testimonial year in any way it can.

Richard Gough attains two more Money Management Financial Planner of the Year awards

Each year Money Management runs the Financial Planner of the Year awards. Once dubbed the "Oscars" of financial planning by the BBC's Panorama winning an award involves a complex written case study and gruelling interview.

This year Richard added to his previous successes by being Runner Up in both the Cautious Investor and Wealth Management categories.

Richard has now achieved 6 awards in this competion in the past 4 years.

Gavin Murphy, our Financial Services Manager, has attained his Diploma in Financial Planning.

This is the newly announced higher standard which will be required for all financial advisers from 2012. Gavin has worked hard to achieve this valuable qualification from the Chartered Insurance Institute - congratulations!

Richard Gough attains Fellowship of Institute of Financial Planning - January 2009

Richard was awarded this prestigious qualification after passing a gruelling and testing series of examinations run by the Institute of Financial Planning. The exams cover both personal and business financial planning and are of the highest standard of any financial services exams reflected in the fact that there are only 75 holders of this qualification in the UK.

Abraham's Point

Castle Court Consulting helped raise finance for the latest film staring Mackenzie Crook (The Office, Pirates of the Caribbean), and also featuring Stuart Cable's new band.

Through the use of special tax structures investors were able to claim an income tax deduction on their investment as well as participate in the film.

A trailer is now available to view on You Tube.

Examination Success - July 2008

Martyn Williams has embarked on the road to becoming a fully authorised financial adviser and has passed the first of 5 compulsory exams - our congratulations to him. Martyn can be contacted on 029 2034 8630 or e mail martyn@castlecourt.biz