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Adviser joins ranks of PFS fellows within two years

Roger Kuhlmann, of Worcester-based Storrs Wealth Planning, said he had been studying to gain the qualifications for the last two years.

He said: “Getting a fellowship from the PFC is regarded as the highest qualification”, adding that the hard work was “worth his time.

“The public will seek help from those who can demonstrate a commitment to providing the highest level of service, which is what I aim to do.”

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He said he has also gained the Society of Trust and Estate Planning certificate for financial services and has enrolled for the STEP diploma in trusts and estates.

Meanwhile, another student has enrolled at Sesame Bankhall Group’s Financial Adviser School, making the move from auditing to advising after 15 years.

James Slimming said he had worked in “consultancy, finance and internal audit roles within financial services for more than 15 years” and while he was happy with the industry he was looking for a new challenge.

Mr Slimming said: “I was alerted to FAS through an advertisement in the paper. The application process consisted of an informal presentation to the recruitment team at FAS’s offices in Huddersfield.

“There was a great deal of support throughout the process and this enabled me to be sure I was making the right decision. I had the opportunity to meet current students, access to a financial adviser who was already practising and I was able to join a tutorial team.”

He says he has navigated through R05 and is now studying for CF6, with the aim to write protection and mortgage business within the next couple of months, before qualifying as a QCF level four adviser next year.