People: Smith Cooper IFS; Oviso Financial Services
Smith Cooper Independent Financial Services (SCIFS) is celebrating after its fifth client-facing advisor achieved chartered status.
Jason Million has qualified as a chartered financial planner after accumulating almost a decade of experience in the financial services sector.
He joined the company after graduating from Coventry University with a first class honours degree in Finance and Investment in 2013, following a brief period as an account manager at Mattioli Woods.
Paul Hamilton, managing director of Smith Cooper IFS, said: “I am delighted that Jason has completed this coveted award, as it is befitting of the high-quality advice and support he has provided to our clients for years. I am particularly proud that he has achieved this during a very busy time for the business.”
Million added: “It is pleasing to see my commitment to the industry has taken me down the path of attaining Chartered status. This achievement demonstrates the knowledge and experience I have accumulated throughout my career.
“Being part of a wealth management company that is committed to providing independent advice compliments my philosophy and ultimately leads to superior outcomes and greater value for our clients.
“It is immensely rewarding and a privilege to share the journey our clients go on in fulfilling their ambitions, whether that be from a personal, corporate or financial perspective.”
Meanwhile, Oviso Financial Services has welcomed a new senior mortgage advisor.
Liam Mann’s appointment comes off the back of a period of sustained growth at the Derby-based firm.
Oviso co-founder Lee Mortimer said: “We are ambitious to grow further and need the right people in the right roles to support the diverse needs of our clients.
Liam Mann & Lee Mortimer
“We have been looking to recruit the right mortgage and insurance advisor for over 15 months, and are delighted to welcome Liam, who brings a great dynamic to our team of experts.”
Mann said: “Having been working in the corporate world with Connells, I felt the time was right for a change.
“I was looking to work back in Derby and Oviso came highly recommended to me.
“I really enjoy the personal aspect of dealing with people, something I’ve missed in recent years. Oviso’s reputation for ‘making it personal’ and hand holding the customer from start to finish, is the perfect fit for me.”
Helen Simpson, office manager at Oviso, added: “It’s all about the customer journey, which is at the heart of everything we do.
“Liam brings with him a wealth of experience and fits the mould perfectly in terms of being 100% customer focused.”
