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
I have been working as a Financial Adviser for over 15 years and can offer a clear personalised advice tailored to your life and future goals. I provide fully independent financial advice and will take the time to fully understand your needs, this way I can help you achieve your financial goals and objectives, but also provide you with greater clarity, confidence and peace of mind.
My areas of expertise are:
Retirement Planning - including 'pre-retirement', 'at-retirement' and 'post-retirement'
Investment and Savings Advice
Corporate Financial Planning
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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.