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.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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
We believe that great financial advice is central to building a more certain financial future for our clients. As Independent Financial Advisers, We have access to the most up to date technology to ensure we provide peace of mind that your financial future is more secure as a result of working with us.
We specialise in retirement planning and hold all the relevant qualifications to advise clients on accumulating funds or making the transition from work to retirement.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. We operate a transparent charging structure and put our client’s best interests at the heart of the business.
We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive on-going review service designed to create real value for our clients.
It is our aim to provide you with impartial, bespoke financial solutions, based upon a thorough understanding of your needs and objectives.
We passionately believe that by being committed to helping you make informed decisions about your financial circumstances, we can deliver peace of mind together with the greatest chance of achieving your personal goals.
Our experience shows us that initial plans can often become outdated, we therefore offer a comprehensive ongoing review service designed to deliver real ongoing value for our clients.
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