Congratulations are due to Danielle who first joined Montfort as a Paraplanner 10 years ago. She has achieved so much since then, having gained the diploma in financial planning within her first year and becoming Montfort’s first female adviser.
Danielle then had to leave us to move to London and consequently on to Canada where she worked remotely supporting our advisers writing complex reports. Fortunately for Montfort, Danielle returned to the UK two years ago and has progressed with her studies to become a Pension Transfer Specialist and is working towards achieving Chartered status by June 2026. She has just passed the AF6 Supervision & Management exam and is currently doing AF8 Retirement Income.
We are delighted with Danielle’s commitment, dedication and high standard of work as an adviser as well as being a valuable team member. In recognition of Danielle’s achievements, she has been given the title Associate Director.