News / page 30

21st April 2021 - Jennie Snooks

Achieving Diploma Status

We are delighted to announce that Jodie Norman has recently achieved her Diploma in Regulated Financial Planning, a highly regarded financial planning qualification. Jodie has been very committed to studying for her professional exams and completed her Certificate in Regulated Financial Services in March 2017. She is now looking to further her studies,…

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17th March 2021 - Jennie Snooks

Good Luck Sam!

It is with mixed feelings that we announce the departure of Sam Martin, one of our Financial Planning Assistants, and a valued member of the team at Herbert Scott.  Sam joined us as an Apprentice in September 2016.  After studying to become a Pharmacist at University, he decided he wanted to embark upon a different…

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17th December 2020 - Hannah Bibby

Professional achievements at Herbert Scott

As a firm, Herbert Scott have always been proud to support the ongoing professional development of its staff. Even with the crazy year we have all had, various members of our team have still been sitting, and passing, their professional exams! Our newest client administrator, Susana Duarte, is now one exam away from achieving her Certificate…

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23rd September 2020 - Alicia Buckingham

Achieving his Certificate

Herbert Scott has always supported the ongoing development of its staff. We are delighted to announce that Jacques Howell has recently succeeded in achieving his Certificate in Regulated Financial Services Operations, which is a highly-regarded financial planning qualification. Jacques is now looking to further his study, with the aim of achieving his Diploma in Regulated Financial Services Operations .

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22nd April 2020 - Jennie Snooks

Another apprenticeship success at Herbert Scott

We would like to say a huge well done to Susana Duarte who has recently completed her Business Administration Apprenticeship.  Susana has now earned herself a full time Administrator position at Herbert Scott  and will be working alongside Jennie and Ellen in the administration team. Prior to joining Herbert Scott, Susana studied A Level Maths, Biology and Chemistry…

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28th February 2020 - Jodie Norman

Why we need more women in the financial services industry

Traditionally, financial advice and wealth management has been a male-dominated industry, with estimates suggesting that female advisers are outnumbered by male counterparts by a ratio anywhere from 10:1 to 6:1. But in the past few years, there’s been a shift. It’s about time: as well as ensuring equal representation in the workplace, gender equality is an important issue worldwide…

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11th February 2020 - Hannah Bibby

Welcome to Herbert Scott!

We are pleased to welcome the newest member of the Herbert Scott team – Alicia Buckingham. Alicia has taken on the role of Technical Manager and will be working closely with our Operations Manager, Jennie Snooks, to ensure the efficient and profitable delivery of Herbert Scott’s service proposition as well as ensuring all technical and product specific advice…

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3rd January 2020 - Alicia Buckingham

Achieving Diploma Status!

Herbert Scott has always supported the ongoing development of its staff and we are delighted to announce that Sam Martin has recently succeeded in achieving his Diploma in Regulated Financial Services Operations, a highly-regarded financial planning qualification.  He has been flying through his professional exams, achieving his Certificate in Regulated Financial Services Operations in July of this…

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20th December 2019 - Jennie Snooks

Lewes’ Late Night Christmas Shopping

On Thursday 5th December Lewes held its annual Late-Night Christmas Shopping Event.  With our new presence on the High Street we decided to get involved and remained open to give residents the opportunity to pop in and see our newly renovated premises and get to know the team. We got into the Christmas spirit, dressing up as reindeer…

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18th December 2019 - Jennie Snooks

Christmas Office Opening Hours

The festive season is fast approaching and so we wanted to share our office opening times over the holiday period. We will be working as usual until Friday 20th December, when we will close for the rest of the day from 11.20am for our staff Christmas lunch. We will re-open on Monday 23rd December at 9am, before…

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