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
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
Established in 1970, Anderson Sinclair & Co LLP is a true family business with a commitment to friendly, long-term client relationships. A large number of our clients have found us through personal recommendations, thanks to our commitment to a personal service based on fairness and respect. Together the current partners have over 60 years of industry experience between them, and take genuine pleasure in delivering financial plans that really work. You can find our offices in London, Cranleigh and Leatherhead.
Come to us for advice on your investments, pension, mortgage and protection needs – but most of all for an all-round service that takes care of every aspect of your finances. Our goal is to give you true value for money. In our first meeting (which is free of charge) we will discuss your needs and the scope of our offering. If you decide to proceed, we will then agree on a suitable service proposition and agree all fees in advance. We will work with you on an ongoing basis to ensure your financial plan remains suitable for your needs.
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