Financial planner programme success for Johnston Carmichael Wealth


Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

05 October 2021


Leading independent firm of Chartered Financial Planners, Johnston Carmichael Wealth, is hailing the success of its financial planner training programme as the first recruit to the scheme has been certified as a Financial Planner.

David Young joined Johnston Carmichael Wealth in 2017, and over the next three years followed a structured ‘Financial Planning Support Route’ developed by the Wealth team, working through each level of the business and ultimately achieving his Diploma in Financial Planning in October 2020.

Following qualification all Financial Planners are obligated to undergo a period of internal supervision and observation.

Having successfully completed this supervisory period, David was certified as a Financial Planner in September 2021; the first participant of the Financial Planning Support Route programme to earn the title. 

This brings the total number of Financial Planners in the Wealth team to 17, within the wider team of 63 including Technical Specialists and Client Liaisons.

Our objective at Johnston Carmichael Wealth is to enable clients to live life on their terms, and we do that by investing in the development of our people to ensure we provide the highest levels of expertise and client service.

Craig Hendry

Managing Director, Johnston Carmichael Wealth

The team, which was recognised as one of the UK’s Top 25 Financial Advisers by FT Adviser in 2020, advises clients on a range of personal and business matters including retirement planning, investments, and personal and business protection. Experts from Johnston Carmichael Wealth recently hosted an online event with The Scotsman, on how to create a successful retirement plan, with over 200 delegates registering to attend.

Three more team members based in Edinburgh, Inverness and Perth are currently enrolled on Wealth’s Financial Planning Support Route programme.

David Young said: “I’m very proud to have become a certified Financial Planner. It’s the culmination of almost five years of hard work, balancing studying whilst working full-time, and the support I’ve had from the rest of the Wealth team has been invaluable. I’ve thoroughly enjoyed the journey to achieving this qualification and my next goal is to obtain Chartered Financial Planner status, so it’s not over yet!”

Craig Hendry, Managing Director of Johnston Carmichael Wealth, said: “Our objective at Johnston Carmichael Wealth is to enable clients to live life on their terms, and we do that by investing in the development of our people to ensure we provide the highest levels of expertise and client service. David is a fantastic asset to our team of trusted advisers, and we’re proud of the commitment and determination he has shown throughout his time with the team. The title of Financial Planner is a well-deserved accolade and I look forward to seeing David continue on his path of professional growth.”

 

Johnston Carmichael Wealth Ltd is authorised and regulated by the Financial Conduct Authority.


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