Banchory financial planner wins prestigious national award

John Waddell with his award
John Waddell with his award

A Banchory man has won a leading financial planning accolade.

John Waddell was the top candidate in Scotland for the “Private Client Investment Advice” examination.

It was awarded by the Chartered Institute of Securities and Investments at a recent ceremony in Edinburgh attended by 150 financial and investment professionals.

Mr Waddell, of JM Taylor Financial Services, said: "When I embarked on the study for the exam, my main aim was to broaden my knowledge, so to achieve the highest mark in the country is fantastic.

"Having completed all the relevant financial planning exams, I really wanted to learn more about investment management from a different perspective, to enable me to better understand the processes of the investment managers we ultimately recommend.”

Mr Waddell has lived in Banchory since 1997 and was based in the town with his own financial planning practice from 2003 until he joined JM Taylor in 2011.

He was already a chartered financial planner and a Fellow of the Personal Financial, Society, the main professional body for financial planners, while the Chartered Investment

Institute has traditionally been for investment professionals. Mr Waddell will now be a chartered member of both institutes.