This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
We provide bespoke advice in all areas of financial planning; achieved through understanding your individual needs, building long term relationships and helping you to achieve your financial aspirations.
Being independent is part of what makes us different. It’s the reason we are free to advise you about products from the entire financial marketplace. We don’t act on behalf of any bank or insurance company; so our recommendations are solely about what’s right for you.
I have nearly 14 years financial services experience and pride myself in providing first class advice on Wealth Planning, Pensions, Residential Mortgages, Equity Release, Protection and Inheritance Tax Planning.
Your home may be repossessed if you do not keep up repayments on your mortgage.
ABA Wealth Solutions Limited is an appointed representative of 2plan wealth management Limited. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 916299.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.