‘TEP’ Status for Two Advisers at Clay Wealth Management
We are incredibly proud to announce that two advisers at Clay Wealth Management - Benjamin Clay and Simon Cartmell - have been approved as Full Members of STEP (The Society of Trust and Estate Planners).
STEP is a global professional body for practitioners specialising in trusts, estate, inheritance and succession planning to help families plan for their futures and upholds high professional standards to give families confidence.
Ben and Simon both committed to undertaking The STEP qualification to achieve ‘TEP’ (Trust and Estate Practitioner) status. This means they are internationally recognised as experts in their field, with proven qualifications and experience.
Director, Kate Clay says ‘To have one adviser achieve TEP status is a real achievement so to have two in the same year is incredible. The commitment Ben and Simon have shown is testament to their dedication to continuous learning and technical excellence to achieve the very best outcomes for clients.”
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