Aaron Pitt becomes a Fellow of the Personal Finance Society

Kellands Bristol sees a second financial planner achieve this accolade in 2021.

Excellent news for Aaron Pitt of Kellands Bristol, as he learned that he had passed his life and pensions operations (LP1) exam this week. This follows on from his success with the equity release (ER1) exam at the end of February. Since starting his studies in the summer of 2018, this brings him up to 15 exams passed.

Aaron joined Kellands in 2019 as a Senior Paraplanner, and started on his development plan to become a Financial Planner. His progress has been rapid. He qualified as a Chartered Financial Planner last year, having passed all the necessary exams, whilst at the same time gaining significant hands-on experience both as a paraplanner and working directly with clients.

Having achieved Chartered status in 2020, his aim was to become a Fellow of the Personal Finance Society PFS this year, the highest level of qualification available. With his latest exam passes, he has done just that.

Many congratulations Aaron.

 

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