Surrey Chartered Planner firm promotes staffer to director
Chapters Financial, a Chartered Financial Planning firm based in Guildford, Surrey, has promoted Vicky Fulcher to become a director at the firm after five years with the business.
Ms Fulcher, an associate director at the long established Financial Planning company, joined the team in 2014 and is an active supporter of the CISI.
She has been advising and controlling the group pension / auto-enrolment services offered by Chapters Financial since this part of the business has expanded.
She has also been key in helping to deliver advice to the firm’s individual clients and has expanded the level of business in this area, the firm says. The company added that it has seen the business grow over the last year and anticipates this continuing this year.
Company founder Chartered Financial Planner Keith Churchouse CFP said: “Vicky has shown a determined aptitude for Financial Planning and the intricacies and high quality of our work for our private and corporate clients.
“Our team is strengthened by her promotion, and I and the team congratulate Vicky on her commitment not only to our business, but also to Financial Planning through her work with CISI as the Southern Branch education officer.”
Ms Fulcher said: ‘’The journey thus far in Financial Planning has been dynamic and I wanted to add value to the business I joined some five years back, but also to the promotion. I am thrilled by this promotion and the additional platform it presents and I look forward to the future in growing the business still further in Guildford region.”