We are delighted to announce that Cara has successfully completed her final Financial Planning exam and has since been awarded the title of Chartered Financial Planner.
Cara achieved a fantastic result for her final exam, which is a tribute to both the effort she has put into her studies over the years, and the extent of her understanding of the financial planning profession.
There will soon be three Chartered certificates hanging proudly on our boardroom wall, alongside Bonum’s own Chartered badge. A great achievement for Bonum Wealth.
Well done Cara!
Your pension and IHT
Chancellor Rachel Reeves announced plans to include unused pension funds and death benefits within the
April 11, 2025
