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
At AFH, we believe that successfully growing your wealth has to begin with an effective financial plan – that’s why we’ve combined the two disciplines in an end-to-end holistic service that we, unsurprisingly, call “financial-planning-led wealth management”.
Our approach is simple: we provide a professionally qualified financial adviser to understand you and your financial needs and objectives. AFH advisers are financial planning specialists who will prioritise and create your comprehensive financial plan.
'Due to a recent change in our personal circumstances, we needed to review our financial plans particularly with a view to our retirement. It has been a fantastic experience working with Thomas, who has supported and advised us and helped us make informed decisions regarding investments. Thomas clearly understood our personal circumstances, and gave us professional, evidence based advice leading to a number of options for us to consider. It was great to work with someone who has such a wide depth of knowledge and from the moment we first met gave us great confidence with regard to the advice he gave. It was also good to deal with someone with a great sense of humour and a smile on his face).
Our goal is to offer truly independent financial advice to clients and to provide a highly personal & professional service.
We work closely with our clients, to remove financial services jargon and deliver clear, understandable and honest financial planning advice.
Whatever your financial planning goals are, seeking independent financial advice is a step to a clearer future.
Millbrook Business Park, St Helens, WA11 8LZ
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