February 23, 2017

Further exam success for Francis Jarman – now an EIS Diploma Affiliate

To add to his collection Francis Jarman, our local resident expert in Wealth Management and Financial Planning, has now received the Enterprise Investment Scheme Association (EIS) diploma – huge congratulations from the team.

Francis Jarman is a founder of Brighton Capital Management and a Chartered Financial Planner.

Francis has worked in the financial services profession for more than 25 years at such high-calibre companies as AXA, Barclays, Coutts & Co, UBS Wealth Management and Brewin Dolphin.

He was one of the first advisers in the UK to achieve the profession’s gold-standard qualification as a Chartered Financial Planner and is one of the few Fellows of the Personal Finance Society. Francis is the society’s Sussex region vice-chairman.

Francis has also passed the CFA Investment Management Certificate along with the Chartered Insurance Institute’s Portfolio Management exam, which gives him great insight in providing a truly integrated financial planning and wealth management service.

Furthermore, Francis holds the Financial Services Certificate for the Society and Trust Estate Practitioners (STEP) passing with a distinction and is an Affiliate of STEP. In addition he has passed the following STEP examinations: Administration of Trusts, Estate Accounting and Administration of Estates. Francis advises on all aspects of financial planning including life & pensions, inheritance tax and investments.

He enjoys travel, spending time with his family, completing cryptic crosswords and watching sport rather than playing these days.