This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
At Affinity Financial Planning we pride ourselves in providing our clients with quality, “face to face” advice, utilising the most up to date research and analysis tools, to provide them with the relevant information to allow them to make informed decisions.
We're really proud of our track record. Building client relationships is key to everything we do, offering exceptional levels of personal service and expertise.
We are completely Independent & offer Full Advice and
Recommendations from the 'Whole of Market'. All initial discussions are
free, unbiased and without obligation.
Testimony to our relationship building with clients can be viewed at our website: <url hidden>
Email: <email address hidden>
Our service is personal and is tailored to your specific requirements and our advice and recommendations reflect this.
At Affinity we don't just recommend the best financial products available to you - today. Because of the service and advice that we provide, most of our clients are not only happy to maintain a continued relationship with us for many years, but are more than happy to recommend us to family, friends and colleagues.
23 Sutherland Way, Brancumhall, East Kilbride, Lanarkshire, G74 3DL
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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.