We welcome two Trainees to the team

We're thrilled to welcome two new Trainee Financial Planners to the team.

Alan Mattner and Onyi Ibeke have joined Create Financial Solutions at an exciting period of growth for the business. Working towards the Diploma for Financial Advisers (DipFA), Alan and Onyi are thrilled to be beginning their careers as Financial Planners with support from the rest of the team.

Lachlan Bursle, Director of Create, commented:

“We’re delighted to have Alan and Onyi join our expanding team. Their enthusiasm to learn technical financial knowledge is impressive and their friendly but professional approach makes them the perfect candidates for providing the high standard of trusted advice and support to our clients.”

Our expert team offer full financial planning services to business owners building and selling their businesses, to individuals planning retirement or requiring mortgages and protection.

Onyi, who brings a decade of Financial Services experience to the team, commented: “I’m thrilled to begin my career as a Financial Planner, having seen firsthand how critical sound financial planning is in shaping lives. I aspire to be an adviser that people trust to help them meet their financial goals by supporting them to make informed choices."

Alan, who recently graduated from the University of Strathclyde, added: “I’m excited to join the team as I embark on my career as a Financial Planner. I’m most looking forward to building long-term relationships with clients and seeing the tangible results of my advice. I’m eager to build a reliable and knowledgeable reputation within the field and become a trusted adviser with the support of the Create team.”

Want to learn more about our services? Get in touch and one of our expert advisers will be happy to help.