There is no stopping Beth. Not only has she passed her CII professional examination LP3 (Life & Pensions Principals and Practices), she has for good measure passed the CII advanced examination AF8 (Retirement & Income Planning). Almost there with the Chartered Status, Beth. Well done from everyone at AV Trinity.
Chartered Financial Planner and Compliance & Operations Director, AV Trinity
Helen Carey is a Fellow of the Personal Finance Society, Chartered Financial Planner and qualified Pension Trustee with more than 25 years’ experience in financial services. Her expertise includes pensions, investments, pension sharing on divorce, compliance and governance, and she sits on the pensions and investments Independent Governance Committees of Legal & General and Vanguard.
