It’s been a very good week for professional development at Citrus, with both Kate Morrish and Daniel Bell celebrating exam success.

Kate has passed her R01 Financial Services, Regulation and Ethics exam at the first attempt, an excellent result as she continues to build her knowledge and develop her career in financial services.

Kate works within our Client Services team, supporting our mortgage advisers Steve Ody and Nicky Kirton, and has recently begun working towards her CeMAP qualification. Passing R01 adds another important achievement to her growing list.

There was good news for Dan too, who has passed his R04 Pensions and Retirement Planning exam.

Dan joined Citrus as a Technical Adviser and has been steadily working his way through the professional exams required for the Diploma in Regulated Financial Planning. With R04 now complete, he has just R06 Financial Planning Practice left to pass.

Professional qualifications take a great deal of work and commitment alongside a busy day job, so these are achievements worth celebrating.

Congratulations to both Kate and Dan from everyone at Citrus.