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
What our clients say
…very friendly and approachable with a professional manner…a great person to deal with
Mr & Mrs Dawson, Eccleston, St Helens
…helped me clarify my thoughts and decide on my preferred course of action.
Mr Darlington, Warrington, Cheshire
His professionalism and expertise shine through, putting your mind at ease.
Mr Jefferies, Bootle, Merseyside
Independent Financial Advisers helping clients make he most of what they have.
If you are confused or overwhelmed when considering your retirement options, we will help you understand what your options are and present you with advice that you will understand.
We pride ourselves on our friendly and straight forward advice and we look forward to getting to know you and helping guide you through your options.
Where to find us
Head office address: 2 Holes Lane, Warrington, WA1 4LZ
Assured Life Advisers is a trading name of Elm Tree Financial Services Limited. Elm Tree Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA). FCA No. 511619. Registered in England and Wales. Company No. 07050523. Registered office: 2 Holes Lane, Woolston, Warrington, Cheshire. WA1 4LZ.
Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises.
By offering professional advice from people who truly care, we have achieved an outstanding 97% client retention rate throughout the West Midlands, Cheshire and North Wales.
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