In an increasingly globalised world, the need for expert advice for clients to ensure that they appropriately protect their assets, their families have the right outcomes, and they steward their wealth through the generations has never been more important, making this course pivotal to providing the required level of support.

Lisa studied for the notoriously difficult exam alongside managing a busy caseload in the office, and ensuring that clients benefited from the knowledge that was developed and refined through the course syllabus and exam preparation.

Of her achievement, Lisa said, "The exam, although difficult, has added to my knowledge and confidence. STEP courses offer both academic and practical insight into meeting the needs of clients. Above all, I'm relieved to have passed!".

Donna Holmes, partner within the team, commented, "We are delighted that Lisa’s exam result recognises and endorses the clear knowledge and skills that she already demonstrates. We continually invest in our staff development, so we can continue to serve our clients to the highest possible levels. This is a significant achievement for Lisa personally, and we are delighted both for her, the firm and our clients that we can offer this increasingly necessary expertise".

Further information

For further information about any of the topics raised above, please contact Lisa or visit our website.