Louis Bowen, Financial Adviser at Hampton James Financial Associates Ltd in Worcester, has been awarded the prize for the most meritorious achievement in the Diploma for Regulated Financial Planning. This prize was awarded by the Birmingham Insurance Institute (BII), which is also known as the Birmingham Institute of the Chartered Insurance Institute (CII).
Louis was awarded the prize for achieving the highest Diploma in Regulated Financial Planning exam results in the region during the 2023/24 academic year – having achieved an average score of 86.3%. Louis was presented with his prize at the 2023/24 BII awards ceremony by the President of the Birmingham Insurance Institute, Kristian Vind APFS Chartered FCSI.
The RQF level 4 Diploma in Regulated Financial Planning meets the FCA requirements for retail investment advisers. It develops technical knowledge and financial planning capabilities across 6 core areas, enabling Louis to help clients with retirement planning, investment planning, protection planning, tax planning and estate planning.
Louis said: “I am delighted to have been awarded this prize, it came as a welcome surprise when I received an email from Kristian informing me of this achievement. I would like to thank all those at the St. James’s Place Financial Adviser Academy and my family and friends for their support over the past 12 months or so!
It is great to be working with clients, helping them to get their finances in order and build long term financial plans that support their life goals and aspirations for the future”
If you would like to find more information on how Louis can support you with financial planning please visit the Hampton James website or connect with Louis on LinkedIn. https://www.hamptonjamesfa.co.uk
Hampton James Financial Associates Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
SJP Approved 14/11/2024
