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Accolade for financial advisor

Posted onPosted on 21st Nov

A Mansfield financial planner has achieved the highest designation awarded by an industry society of which she is a member.

Frances Ford (above) founded Major Oak Wealth Management in 2017, when she accepted an invitation to join wealth management business network St James’s Place as an associate partner practice, having worked in the profession since 2010.

She has since grown her business and recently achieved Chartered Status of the Personal Finance Society (PFS).

Now she has achieved the Fellowship status at the Personal Finance Society.

Frances, mum to a young daughter, said: “I am immensely proud of my achievements, and particularly of becoming a Fellow, an achievement that has only been obtained by a very small percentage of advisers in the UK.

“My professional development has always been important to me as it enables me to provide high-quality advice to my clients.”

Frances had originally planned to become a solicitor, but enjoyed working in financial advice so decided to change her career path.

She is able to provide bespoke financial planning advice to individuals and businesses in and around the Midlands, and is also qualified to give mortgage advice to an advanced level.