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Youngest associate for PFS is just 21

Richard Cohen from Worthing-based Nsure Group has become the youngest associate of the Personal Finance Society at just 21 years old.

There are 1,092 associates in the UK and the average age is 41. Cohen started working part-time for Nsure, which is headed by his father Tony Cohen, in 1999 while still at college before becoming an IFA at the age of 17 in 2001.

Associates have to pass six subjects in the Advanced Financial Planning Certificate. Cohen is only three exams away from achieving fellowship status which he hopes to gain within the next two years.

He says: “I thoroughly enjoyed being a paraplanner in the company and becoming an IFA was the natural progression. I think it is important to have more than the basic qualifications as clients will have more faith in you.”

PFS head of marketing Stephen Smyth says: “Richard has achieved what only a handful of others in the UK financial services market have done in the past. To reach the level of qualification of associate takes a great deal of commitment and intellectual capability, as well as being able to demonstrate this learning in a practical way to the benefit of clients.”


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