Monday, January 17, 2011

TOP ACCOLADE FOR NORTH-WEST FINANCIAL PLANNER.

HW FINANCIAL SERVICES
MANCHESTER AND PRESTON
PRESS RELEASE

January 17, 2011.

TOP ACCOLADE FOR NORTH-WEST FINANCIAL PLANNER.

Ann-Marie Banks, a senior financial planner with HW Financial Services, part of UK top 20 chartered accountants Haines Watts, has attained a triple financial sector accolade.

Ann-Marie, 35, from Preston, and based in Manchester, has been appointed a certified and chartered member, and an Honorary Fellow of the CII – the Chartered Insurance Institute.

The CII is the premier professional organisation for those working in the insurance and financial services industry, and  is dedicated to promoting higher standards of competence and integrity through the provision of relevant qualifications for employees at all levels and across all sectors.

Ann-Marie’s three-way recognition is an unusually high standard of achievement, and means she is qualified well above any financial services sector requirements for operating as a financial planner.

“It was extremely hard work and involved intense study, but I suddenly find myself with the highest possible qualifications in my field,” said Ann-Marie, has responsibility for the financial planning teams in Manchester, Merseyside, Preston and Cumbria.

“In an era of enormous pressure on financial planners to deliver the best and most rounded possible advice for small business owners I can confidently state that I’m now pretty well positioned to address practically any financial planning challenge or issue facing owner-managers.”

Ann-Marie was born in South Africa, but grew up in Lancashire and is a former student of Brownedge St Mary’s, Bamber Bridge, and Runshaw College. Previous employers have included Scottish Widows, Tenon and Chartwell Financial. In 2010 the former Lancashire county netball player also qualified as a Premier League netball umpire, again, the highest level of achievement possible.

Haines Watts is a UK top 20 chartered accountancy firm specialising in the owner-managed sector, providing a broad range of services out of its 50 offices. The firm has 80 years experience and 30,000 clients.

Ends

Further information:

Iain Macauley
07788 978800
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