Education successes for Profile Financial Management
Richard Utting, Managing Director of Profile Financial Management Ltd has graduated from the LEAD programme managed by the Business School at the University of Cumbria to become one of Cumbria’s elite business leaders.
Over the last 10 months Richard has been part of a LEAD programme which is specifically designed to help businesses develop and grow. It provides an opportunity to strengthen leadership skills and open up many opportunities for companies to learn and develop.
The LEAD programme was developed by the Institute of Entrepreneurship and Enterprise Development (IEED) within Lancaster University Management School and is based on extensive research into SME leadership learning conducted at the University.
The programme combines formal input and experiential learning with a peer group of other business leaders. This integrated learning approach draws upon a combination of formal and situational learning to develop both a manager and the business through a variety of management and leadership development activities.
“It has been a tremendous experience and even though I thought at the beginning of the course that you couldn’t teach an old dog new tricks, it has certainly helped me develop my management skills and become a better leader.”
The course entailed a combination of modules including Action Learning, Coaching, Reflection days, Business Shadowing and Master Classes (including a presentation from Chris Bonnington) and has given Richard a new insight into a multitude of management skills which he never thought possible.
“I have spent the last 10 months with other business owners from within the county and, as a result, have built up a strong network which will continue well into the future so we can continue to work with each other for the benefit of our respective businesses.”
Profile Financial Management is also pleased to report that Trevor Iredale their Corporate and Personal Financial Planner has completed his Chartered Insurance Institute Diploma in Regulated Financial Planning. The qualification is the latest benchmark for Financial Advisers set by the Financial Services Authority.
Trevor has also received his Statement of Professional standing issued by the Chartered Insurance Institute confirming he meets all the required standards to provide advice post 1st January 2013 when the latest Financial Services Authority Retail Distribution Review Regulations come into force.
Trevor has been in the Financial Services Industry since 1978 initially in banking for many years gaining the Chartered Institute of Bankers qualification, before becoming a financial planner in the early 1990’s. His broad depth of knowledge, experience and other qualifications built up over the period has proved invaluable, enabling him to provide a truly holistic approach and advise to both Profile’s corporate and personal clients.
Profile Financial Management are committed to staff training and encourage all members of staff to undertake further training and career development. This helps the individual grow, but also ensures the business develops and that they can provide the best quality service ensuring standards are met and strict financial legislation is adhered to.