We are delighted to announce that Joe Lawson (whom many will know as being a vital part of our Mortgage administration team) has successfully passed a number of examinations and is now a qualified Mortgage Broker!
Joe, supported and mentored by Tony initially, will be the point of contact in the business for Mortgage and Protection advice.
Please join us in congratulating Joe on this fantastic achievement. We look forward to seeing Joe thrive in this exciting next chapter of his career.
In addition, we have also strengthened our Financial Advice team. For some time, we have been searching for the right individual to join our team, and we are delighted to confirm that Jonathan Czopczyc (Jonny) has now joined us.
Jonny, born and raised in the Wakefield District, started his working life in the Royal Air Force as a Medic, before retraining to become a qualified Independent Financial Adviser (IFA).
Let’s give Jonny a warm welcome as he begins his journey with us. We’re excited to see the expertise and fresh perspective he will bring.
These additions to our advisory team will help us to look forward to another 25 years of providing advice in the Wakefield and the surrounding areas and help strengthen and grow the business under the new Employee Ownership Trust.
All in all, exciting times at Tony Revans Financial Planning!