We are extremely pleased to announce that one of our IFA Administrators, Jodie Allen, received the results from her final exam with the London Institute of Banking and Finance and is now a fully-qualified Paraplanner, having successfully completed the 'Diploma for Financial Advisers (DipFA). 

Jodie joined us six years ago as an office administrator and quickly moved on to support our team of IFA's by preparing valuations, annual review documentation and completing research along with a number of other tasks and has become an integral part of the team. She has grasped this opportunity and driven herself to pass this course with flying colours. At PJL Financial Services Limited, we are always keen to support our team in achieving their goals and encourage them to complete relevant examinations that they wish to undertake as we believe this makes us better at being able to support our existing and new clients. 

For our clients who already know Jodie and receive regular correspondence from her, you will be pleased to know that there will be no changes as she will continue to support Chris Wood (one of our Independent Financial Adviser's) in her new capacity.

We are extremely proud of Jodie for all of her hard-work over the last year and wish her all the best in her new role.