Congratulations to our Client Services Executive Tomos Croxon who successfully passed his Chartered Insurance Institute (CII)’s RO3 exam last week.

The RO3 exam focuses on personal taxation, assessing the ability to calculate tax liabilities, understanding general rules regarding income and investment taxes, and demonstrating specific knowledge of inheritance tax.

Tomos says: “It compliments the work we do massively, improving my technical tax knowledge, which has definitely helped me in formulating recommendations with our advisers.”

We are immensely proud of the effort Tomos and the team make, outside their normal working hours, to attain qualifications like this, and we are fully committed of supporting them in making every success of their career journeys.

Tomos has now passed half of the exams needed for his Diploma in Regulated Financial Planning. “3 down, 3 to go!” he says.

Find out more about Tomos here.