Well done Zoe and Ashley

Zoe Cullen and Ashley Baker of Prest Financial PlanningWe wanted to share with you two great achievements by members of the Prest team, of whom we are very proud.

Zoe Cullen, who has been with Prest for eight years, has recently achieved the Diploma in Financial Planning which has presented her with the opportunity to work on more technical aspects of financial planning.  Ashley Baker, meanwhile, has moved from a Paraplanning role into advising clients as a Financial Planner.

Zoe recommenced her studies in early 2018 after her twin sons started school, and achieved her Diploma in November. This means she is now professionally qualified to provide financial advice, should she wish to take that route in future, and has the technical knowledge and authority to play a full part in the financial planning process.

According to Zoe, achieving the Diploma means a great deal to her personally.  She said, “I have proven to myself that I have the ability to learn new skills and develop my existing knowledge while balancing work and a very busy family life. Achieving the Diploma has given me the confidence and belief that I can tackle pretty much anything!”

Ashley, who joined Prest in 2017 as a Paraplanner, has now begun providing advice to clients as a Financial Planner. This, he says, has been his ambition since embarking on his career in financial services.

He explained, “Being a person’s trusted Financial Planner is a position of great importance and honour. Having such a vital role in a person’s financial and personal situation is incredibly rewarding and enriching.”

Prest is committed to developing all its team members to their full potential, both for their own benefit and that of the company and its clients.  Simon Baggott, Practice and Operations Manager, said, “First I would like to say ‘well done’ to Zoe and Ash – we are all really proud of you both and glad to have you on the team.  It’s a real credit to Zoe’s drive and determination that she has become Diploma qualified, especially whilst raising a young family. I’m sure this is not the end of her professional studies and Prest are really pleased to support her as she works towards achieving her future goals.

“Ash has been another great addition to the Prest team and it’s fantastic to see his progression so far. We are all really pleased for him and know that his passion and determination will help him become a really great adviser both for his clients and for Prest as a business.”

For more financial planning tips, opinions and insights, and news from Prest, click here to receive our email newsletter.

Share this article: