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
Alexander House Financial Services offers independent Financial Advice. You can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support. Our accomplishments have been built around three core principles; integrity, professionalism and impartiality. This, coupled with our passion for a creative and innovative technical approach to financial planning, ensures an exclusive, bespoke client service that is second to none.
As an Independent Financial Adviser working within Alexander House I cover the West and Central Belt of Scotland. I have been helping people plan their future financial security for over 20 years. My areas of expertise are; Retirement Planning (both saving for and at/approaching retirement), savings and investment, Protection (including life & critical illness, income and business protection) and Estate Planning.
Our first meeting is at my cost (free to you and without obligation) and is purely to find out a bit more about you and what you objectives are and for you to decide if you are happy for me to provide you with financial advice.
Our clients are at the heart of everything we do and you can therefore feel confident that we are wholly committed to providing you with the best possible advice, service and support.
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