Diploma success keeps financial services business in the family

Published by

Nicky Godding

An all-female financial services firm in Worcestershire is celebrating exam success by an apprentice with the perfect role model.

Emily Newman, who has gained a Diploma in Regulated Financial Planning, has followed in the footsteps of her mum, who runs Jane Newman Financial Planning Ltd. Based at Gaudet Luce Golf Club in Droitwich, the firm offers independent, whole of market financial advice to individuals and businesses and pride themselves on customer service and building lasting relationships with clients.

A former business student whose apprenticeship began in September 2018, 21-year-old Emily was the youngest person in her cohort to complete the course. She has also shadowed Jane at client appointments for the past 14 months.

Emily said: “I originally planned to study law but decided to switch to financial services after a gap year in Australia. I wasn’t put under any pressure and was always free to follow another career path if things hadn’t worked out. I’m delighted they have as it means the business will be in safe hands when mum decides to retire in the future.”

The textbooks won’t be put aside just yet as Emily is keen to gain as much industry knowledge as possible and will be taking further qualifications relating to mortgages, equity release and ultimately achieving chartered status.

Nicky Godding

Nicky Godding is editor of The Business Magazine. Before her journalism career, she worked mainly in public relations moving into writing when she was invited to launch Retail Watch, a publication covering retail and real estate across Europe. After some years of constant travelling, she tucked away her passport and concentrated on business writing, co-founding a successful regional business magazine. She has interviewed some of the UK’s most successful entrepreneurs who have built multi-million-pound businesses and reported on many science and technology firsts. She reports on the region’s thriving business economy from start-ups, family businesses and multi-million-pound corporations, to the professionals that support their growth and the institutions that educate the next generation of business leaders.