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Sharpen your tools regularly...

Like so many industries Financial Services rarely sits still. Nowadays we strive for greater professionalism and knowledge and recognition of this continuing professional development is a benchmark by which we are often held accountable.

Like so many industries Financial Services rarely sits still. Nowadays we strive for greater professionalism and knowledge and recognition of this continuing professional development is a benchmark by which we are often held accountable.

The work we do for our clients is no different. In response to changing legislation we at Retirement and Investment Solutions are embarking on a series of exams to widen and improve the knowledge behind the advice we dispense on a daily basis. But that is to simplify things. It is not only the industry that changes. Products and the companies that provide them come and go but the needs of our clients remain constant.

Their demographics and immediate requirements may change throughout their lives but we need to make sure that we have the necessary tools to help them at all stages.

This can be compared to a carpenter who needs to maintain his tools to ensure his work is of a high standard or the internet designer who needs to keep abreast of changing technology to make she does not get left behind. We are no different. The tools of our trade are the knowledge and understanding of complex financial arrangements and the ability to apply sound advice regarding these to specific sets of circumstances. The need to maintain and develop these is just as important to us as a sharp chisel or a detailed understanding of web 3.0.

So, it is with a mixture of trepidation and excitement that we begin the next phase of our professional development. Our regular newsletters will detail our successes and hopefully strengthen our client’s opinion that our proposition is sound and the best option for their financial requirements.

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Contact us

Retirement and Investment Solutions
5 Lancer House, Hussar Court
Waterlooville
Hampshire, PO7 7SE

T: 01489 878300
F: 0870 0104883
E: advice@retirementis.co.uk