Pictured above: Rachel Kitching
A professional who plans the personal financial decisions of the
region's business owners, entrepreneurs and high net worth
individuals has scooped a double award.
Rachel Kitching, who works as a senior paraplanner and assistant
manager at Cooper Parry Wealth Strategies, has been recognised for
achieving the highest marks in her professional exams.
She has been awarded the Highest Achiever in the Diploma in
Financial Planning by the Personal Finance Society (PFS). She has
also won an award for the "Best Performance in completing the
Diploma" by the Insurance Institute.
Rachel, who has previously worked with a boutique wealth
management practice, said: "I'm really honoured and proud to have
won these awards.
"Having the qualification gives you confidence as you know that
you have achieved a high standard. I now hope to apply my knowledge
to help my clients create better solutions for their wealth."
Her role at Cooper Parry Wealth Strategies sees her specialise
in investment strategy and lifetime cashflow modelling to create
comprehensive financial strategies.
Stephen Jones, Chief Executive of Cooper Parry Wealth
Strategies, said: "This is a fantastic achievement and recognises
the talent of Rachel. As a firm we are proud to be committed to the
continued development of all our team members and we hope to
continue investing in the right training so talented professionals
like Rachel can progress in their careers."
Cooper Parry Wealth Strategies was recently launched by the
business advisory firm aimed at the region's business owners,
entrepreneurs and high net worth individuals. The team will provide
personal strategy, tax structuring and robust investment advice
through the bespoke wealth strategies service.
The PFS award, now in its second consecutive year, honours an
individual who has achieved excellence and examination success by
securing the highest overall exam mark.