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Lovewell Blake Financial Planning becomes first firm in the UK to achieve new certification


By: Marketing Team Date: 16 December 2016
Category: Lovewell Blake Financial Planning

The financial planning arm of Lovewell Blake has become the first in the country to achieve full certification in a new scheme aimed at improving the analysis used to make investment recommendations.

All three paraplanners and all technical staff in the Lovewell Blake Financial Planning team have become certified users of FE Analytics, the leading research and analysis tool for those providing investment research. The firm is the first in the UK to see all paraplanners and technical staff become certified.

“FE Analytics has become our go-to tool for all our analysis, and a mainstay in our investment process,” said Neil Holmes, paraplanner at Lovewell Blake. “It gives us the ability to focus our attention on fund analysis and make an accurate assessment of what the potential outcomes could be for our clients.

“So when Financial Express introduced a certification scheme for users of the tool, we immediately felt it was something we wanted to adopt. We are a firm which is committed to ongoing learning, as well as being at the forefront of technology.

“We are delighted to be the first firm in the country to achieve certification for all our technical staff, which will allow them to confidently justify their research. This will provide extra reassurance to our clients that the advice they are receiving is based on the best information and analysis available.”



Pictured above some of the recently qualified members of Lovewell Blake Financial Planning staff, with Robin Carnaby, Director.
 
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