Pictured above: Rachel Kitching
A wealth management specialist who helps the region's business
owners, entrepreneurs and high net worth individuals with their
personal finance decisions has scooped two industry awards - her
fourth win in as many months.
Rachel Kitching, who works as a senior paraplanner at Cooper
Parry Wealth Strategies, which has offices in Leicester, Nottingham
and Derby, beat off candidates from national firms to win the
Paraplanner of the Year in the Professional Adviser Awards 2011.
She was also appointed into the Financial Adviser Academy
Fellowship for 2011 by Aviva.
Just months earlier, Ms Kitching, scooped two awards for
achieving the highest marks in her professional exams
Ms Kitching said: "I am absolutely delighted to have won both
the awards. Working hard to achieve and maintain technical
excellence is fundamental to the service we offer our clients, and
it is gratifying to see this being rewarded."
Ms Kitching is now one of three Fellows appointed into the Aviva
Financial Adviser Academy Fellowship for 2011.
The Aviva Financial Adviser Academy Fellowship recognises
financial advisers who have made significant strides in developing
their profession. Appointed fellows will become the beacons for
professionalism amongst the Financial Adviser Academy community and
the wider industry.
Over the last few months, Rachel 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
of Leicester.
Her role at Cooper Parry Wealth Strategies sees her specialise
in investment strategy and lifetime cashflow modelling to create
comprehensive financial strategies for individuals.
Stephen Jones, Chief Executive of Cooper Wealth Strategies,
said; "Winning any award is something special but to win four
over the last few months is a real testimony of the hard work and
dedication that Rachel puts into her profession.
"Our aim is to continue to support and invest in Rachel in the
next phase of her development."
Cooper Parry Wealth Strategies provides integrated financial
planning, wealth management and tax advice to individual clients
and trusts, typically with more than £0.5m of investable
assets.