We are pleased to announce that Informed Choice chartered financial planner Angela Murfitt has obtained the STEP Certificate for Financial Services (Trusts and Estate Planning).
This is a relatively new qualification from the Society of Trust and Estate Practitioners, in collaboration with Central Law Training.
The STEP Certificate for Financial Services (Trusts and Estate Planning) was designed for financial planners who work closely with legal professionals in light of the Legal Services Act 2007, the Retail Distribution Review (RDR) and Treating Customers Fairly (TCF) in financial services.
Completion of the Certificate will enable Angela to deliver more holistic financial advice to clients through understanding the estate planning factors which affect the interests of clients.
