Wells Gibson is delighted to announce that Josh Smith, Associate has successfully completed the Chartered Insurance Institute’s, Diploma in Regulated Financial Planning.

Commenting on Josh’s achievement, Jonathan Gibson, Managing Director said, “I am delighted for Josh that he has completed the level 4 Diploma.  Much study time is required to develop core technical knowledge and financial planning capabilities across six core areas.  Josh can now look forward to working towards achieving the Level 6 Diploma in Financial Planning.”.

Josh graduated from the University of Dundee in 2017 with a Bachelor of Laws with honours at which point he decided to pursue a career in financial planning.  Josh started with Wells Gibson in July 2017.

Josh now plans to study to achieve the highest global certification available to financial planners in the UK, the CERTIFED FINANCIAL PLANNERTM certification, and Chartered Financial Planner status.