A financial adviser from Kendal has been awarded the industry’s gold standard for financial planners by the Chartered Insurance Institute.
Jacqui Shaw, an adviser at Moore Wealth Limited, has achieved the prestigious Chartered Financial Planner status becoming one of only a select number of individuals in the UK to be recognised as being at the forefront of the profession.
Chartered status is an exclusive title awarded only to individuals that meet rigorous criteria relating to professionalism and capability.
Jacqui successfully completed her journey of advanced planning exams despite the challenges of the last 12 months, including juggling full-time work with home schooling three young sons.
She said: “After working within the financial services industry for more than 20 years, I was keen to take on a new challenge and to me, chartership really highlights commitment, dedication, and passion to your clients by reaching that highest possible level of service.
“I had some fantastic support from the Moore Wealth team who would quiz me on key areas on a regular basis and from my husband who would step in with the children when I needed to study in the evenings.
“It was tough and quite tiring at times, particularly during lots of other challenges brought about by the pandemic, but I’m so pleased I stuck with it as to receive that exclusive external recognition was well worth the hard work!”
