A Whole Year!!!

???? Congratulations to our team member Jon Tate, who has now completed one fantastic year with us at Clarity Wealth Limited! ????

I distinctly remember Jon’s initial interview when he mentioned he was relocating to Leeds from Suffolk. It raised a few eyebrows, but he assured us he was the right person for the job, and boy, has he proven it! Besides, who doesn’t love Leeds anyway? ????

In the past year, Jon has accomplished remarkable feats:

✅ Administrating at Ninja skill level ????

✅ Training as a paraplanner at superhero level ????

✅ Rising to the rank of Paraplanner at professor level ????‍????

✅ Mastering cash flow modelling with a black belt ????

✅ Conquering 3 RO exams ????

✅ So much more that it’s hard to keep track!

And now, we are thrilled to announce that Jon is officially a trainee financial planner! He’ll be providing advice to our valued clients early next year and has already started observation training. This is a testament to his dedication, commitment, and outstanding performance. Thank you, Jon, for being an absolute legend! ????????

At Clarity Wealth Limited, we are passionate about developing our team and providing opportunities for growth. Our nimble size allows us to accelerate personal development, and we’re excited to share that another talented team member will be joining us soon! Watch this space for more exciting updates!

Thank you for being a part of our journey, and we look forward to achieving greater heights together. ????

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