Nelsons has a new chartered financial planner following Fabian Taylor achieving chartered status qualification.
Fabian has been part of our investment management team, based in Nottingham, since 2015. Previously a paraplanner, Fabian has been working towards the CII Advanced Diploma in Financial Planning (APFS) for the past five years.
Achieving chartered status, which is only open to those with five years’ experience in the sector, is a major professional achievement and Fabian completed complex modules on pension, tax and investment planning, alongside exams and coursework, while working full time for Nelsons. Fabian said:
“Becoming a chartered financial planner is something I am extremely proud of and I am very grateful for the support I have received from Nelsons. Studying towards a qualification like the CII APFS while working full time is very challenging but my team has provided guidance, advice and the space for me to learn throughout the whole process.
“Nelsons is renowned for the quality of its work and its forward-thinking approach. I’m really excited to be part of an exciting phase in the company’s development as it continues to grow and go from strength to strength. I think it’s fantastic to see Nelsons supporting its employees and encouraging their professional development throughout their career.”
John Stanley, partner and head of our investment management team, which now has seven independent financial advisers, said:
“Fabian has done exceptionally well to achieve this qualification and worked very hard to secure chartered status at such an early stage in his career. This qualification benefits everyone and reflects Nelsons’ commitment to supporting its employees, which in turn provides even more expert advice and knowledge to our clients.”