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
Is this how YOU feel?
..."I dont really understand pensions and investments"
..."am I doing the right things?"
"...are there opportunities I have missed?"
"...what should I do right now?"
"...I dont want to make mistakes with my money"
"...I need some help with all of this!!!"
“Honesty, Integrity, Clarity and attention to detail are my key to great advice.
I try to ensure that the complex issues are fully understood, and I take 'AS LONG AS IT TAKES', to get 'the advice absolutely right for YOU
This is the area that I work in.
Oxford, Bicester, Witney, Abigdon, Didcot,
Watlington, Wallingford and all other towns and Villages in Oxfordshire
These are the advice areas I work in:
Personal Pensions & Work Pensions.
Personal & Business Life assurance.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Whether you are a saver, an investor, a protector or a borrower, we have specialists who can help guide you clearly and succinctly towards making smarter choices.
While unbiased.co.uk endeavours to verify the information
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.