DEBBIE Lean, administrator with Moore Stephens, has passed the final stage of the Society of Trust and Estate Practitioners (STEP) qualification and is now a fully qualified member.
Debbie has six years’ experience in the fiduciary industry and currently manages a portfolio of UK and internationally based yachting clients.
“Debbie’s achievement is impressive especially when you consider the hours of study and five exams that need to fit around an already busy workload,” said Clive Dixon, senior partner of Moore Stephens Isle of Man, “It tells you a lot about the character of a person who is willing to do that. We’re proud to have Debbie on our team”.
“It’s an essential complement to my hands-on practical experience,” said Debbie, who joined the firm in 2010.
STEP is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues.
Moore Stephens Isle of Man offers a broad range of services including personal wealth management and financial planning, fiduciary services, trust and company administration, yachting and aviation services.
