Affiliate Case Studies

Paul Duckworth FPFS

Chartered Financial Planner
Winner of the Certificate for Financial Services Student of the Year (November Paper) at the 2011 STEP Excellence Awards

Patrick Bos

Director of Business Development, Carey Group
STEP Foundation Certificate in International Trust Management

Calvin Brady

Director, Andrew Hammonds Brady Ltd.
STEP Certificate for Financial Services (trusts and estate planning)

Mark Chandler

Independent Financial Adviser, Ellis Bates Financial Solutions Ltd. 
STEP Foundation Certificate for England & Wales (trusts and estates)

Belinda Ferre

Director, External Trusts & Service Providers Team, Bank Sarasin & Co. Ltd.
STEP Foundation Certificate in International Trust Management

Stephen Ivory

Independent Financial Consultant, Origen Financial Services
STEP Certificate for Financial Services (trusts and estate planning)

Linda Keegan

Paralegal, Winder Taylor Fallows
STEP Foundation Certificate for England & Wales (trusts and estates)

David Lane

Senior Technical Sales Manager, AXA Wealth
STEP Certificate for Financial Services (trusts and estate planning)