2014 has set off to a great start for Trudi Dickinson who is part of our David Allen Financial Services team. I am delighted to announce that Trudi has passed her STEP Advanced Certificate in Will Preparation (England & Wales) exam further strengthening her knowledge when advising clients on their personal affairs and wealth management.
As a key member of the team, Trudi works closely with clients advising on estate and wealth planning and this also includes the preparation of wills. Before joining David Allen Financial Services, Trudi worked for a high street bank for 27 years, following in the footsteps of her father Hector Dickinson. She has always worked with clients and advised on effective wealth management and planning and this new qualification will assist Trudi in her role and also ensure clients receive a first class service and peace of mind that their affairs are being looked after.
Congratulations to Trudi.
Posted: January 8th, 2014