News: Fellowship Achievement

Posted on 19th November 2019

Kelvin passes 19 exams to reach Fellowship status

 

Kelvin Riches, a Chartered Financial Planner at Sussex-based MHA Carpenter Box Wealth Management (CBWM), has reached the top qualification of his profession by passing 19 exams to attain Fellowship of the Personal Finance Society, the professional body’s highest level of accreditation.

 

CBWM has a team of experienced financial advisers who provide an integrated financial and tax advice service, working very closely with the MHA Carpenter Box professional tax advisers to provide a fully comprehensive wealth management solution.

 

Kelvin joined CBWM in October 2017 as a qualified financial adviser with 10 years’ industry experience and holding the diploma in financial planning. Shortly after joining, he received an award from the Sussex Personal Finance Society for the best completed diploma in regulated financial planning for the 2016 -17 academic year.

 

Deciding the Diploma was not enough, Kelvin completed a further six exams in 2017-18, including four at degree equivalent level. He became a Chartered Financial Planner in December 2018, but continued to study, gaining four additional qualifications to become a Fellow in October of this year – one of around only 5,000 practitioners in the UK to hold this qualification, not all of whom give advice.

 

Kelvin commented: “I have always taken professional development seriously and I consider the journey that I have pursued over the last two years to be my personal Everest. It’s a great feeling to reach the summit after around 2,500 hours of study.”

 

Roy Thompson, Partner and Head of CBWM, added: “Congratulations to Kelvin on his Fellowship appointment, which is very well deserved after the hard work and effort he has put in.

 

“We are pleased to have such a dedicated individual on board and are confident that if you approach us for financial advice, our team, including Kelvin, has the technical expertise to ensure a quality outcome is delivered.“

 

https://www.carpenterbox.com/services/wealth-management/

 

www.carpenterbox.com

Back to News ›

Testimonials

"The BHBPA is the most effective and dynamic business organisation I have ever worked with in over 30 years in Local Government. It has a very active and large membership whose points of view are taken seriously by all government structures. Peter Liddell does an excellent job in providing unique and enjoyable networking opportunities where members interact and discuss points of mutual interest. It provides a forum for businesses to discuss common issues, to share experiences and to play a powerful and meaningful role in the Burgess Hill community. The BHBPA provides important and credible support for all its members and ensures that their best interests are represented where necessary. "

Steve Cridland, CEO
(Burgess Hill Town Council)

"This association was started with a lot of effort from a few local businessmen and has proved to be a very powerful and useful tool for our business. The BHBPA has influence at the top level; when action is needed, the BHBPA gets it done. We are kept in touch with all that is happening on our doorstep and will often act because of what is published in the weekly emails / newsletters."

Steve Mooney
(Steven Mooney Machinery)

"“I have belonged to this group since I started my own business, Lea Graham Associates, in 1986. The association has been through several incarnations since then, but its most recent one, BHBPA, is by far the best.

It’s much more than just a networking group, although it is supremely good at that too. BHBPA is inclusive and friendly and acts like a mutual-support society. The events are stimulating, worthwhile and often great fun and I believe most members share this opinion.”"

Susan Fleet, Managing Director
(Lea Graham Associates)

"If Carlsberg did networking they would do it the BHBPA way. Each event is packed with great ideas, thought provoking presentations and fun. As a small business we feel supported and part of the community. We have built friendships and business relationships and there is always plenty of advice on hand to benefit us all so don’t hesitate to join whatever the nature of your business. "

Angela Gill, Managing Director
(Bio Productions Ltd)