Top award presented to our Director Lachy

Lachlan Bursle, one of Create Financial Solutions' Directors, was honoured with a top Financial Planning Award at a ceremony in Edinburgh on 7 November.

Lachlan was selected for the President’s Award for his achievements in the Advanced Financial Planning exam, from the Chartered Institute of Investments and Securities (CISI).

The CISI Scotland committee, who presented the award, commented:

“Lachlan Bursle has earned the President's Award for achieving one of the highest marks in the Advanced Financial Planning exam. This recognition is a testament to his hard work, commitment, and exceptional performance.”

Lachlan undertook the advanced qualification to further his technical knowledge in financial planning in order to support his clients in the best way possible. By achieving tops marks in the exam, Lachlan mastered theoretical and practical financial planning knowledge and showed his dedication to excellence in the industry.

On receiving the award, Lachlan commented:

“I was pleased to accept this award from CISI in recognition of my exam marks. But more importantly to me, I’m happy I’ve increased my knowledge to not only provide the highest level of expertise to our clients, but also to share the knowledge with our growing team.

“At Create, we’re dedicated to providing our clients with the best possible financial planning and delivering this in the most accessible way. At an exciting period of growth for Create, I’m delighted to be supporting and passing on knowledge to a great team, including those training to be the next generation of Financial Planners.”

Our expert team offer full financial planning services, from retirement planning to protection to mortgages, for a range of clients across the north-east and beyond. To find out more, get in touch today.