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
At Thomas Heald Ltd, we pride ourselves on the fact that our market-leading approach to financial planning is based on establishing successful, long-term client relationships. We offer independent, whole of the market advice, which means we aren’t tied to any product providers, so you can rest assured that any recommendations we make come purely from a standpoint of professional expertise and integrity. As a large Chartered practice, we are considered to be amongst the top 10% of financial advisory firms in the country, but our commitment to excellence doesn’t stop there. Put simply, our top priority is to ensure you receive the best financial advice possible. That’s why our advisers have a wide range of specialist qualifications, with many having achieved (or on course to achieve) individual Chartered Status. Alongside the technical proficiency, we also require our advisers to have extensive industry experience and an impeccable track record for putting the client's needs first, and acting with openness and integrity at all times.
Our local adviser based in South Sheffield is Steve Mitchell. Steve has a wealth of industry experience to draw upon, and is qualified to advise on all key areas of financial advice - from mortgages and protection to pensions and investments. He is committed to building successful client relationships and getting a complete understanding of their needs and requirements. That's why he offers an initial consultation free of charge - to book your appointment today simply call Steve on <phone number hidden>. Alternatively you can send him an email at <email address hidden>
34 Hollythorpe Rise, Sheffield, S8 9ND
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