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.
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
Originally based in the North West, Acton now covers the whole of the UK. Well only established in 2021, our director has over 10 years of industry experience working for some of the largest banks in the UK. Our aim is to provide a holistic and personal approach to financial planning. Our qualified and highly knowledgeable advisers have a wealth of industry experience to understand the complicated matters that arise. With this, we can produce a recommendation that is tailored to our client's needs. At the core of the business are our principles. We build a long-lasting relationship with our clients to truly understand their aspirations and dreams. With this understanding, we can provide the advice they need to help achieve their goals.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.