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 pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Atrium Financial is a financial advisory business, providing personally tailored financial planning and advice for individuals from all walks of life. We are an established business based in West Yorkshire. Our aim is to differentiate ourselves from the conventional financial advisory firms out there and aim to closely engage with clients throughout their lifelong financial journey.
We provide financial planning and advice to individuals and businesses alike about their long-term financial goals and objectives. We offer a wide range of financial products carefully researched by our specialist to ensure we find what is right for you. We provide expert advice on Pensions, Savings & Investments, Mortgages and Protection planning.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
How is Atrium Financial Different?
Firstly it is in our attitude to be different.
- Personally tailored service
- Pro-active approach to achieve client goals.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Atrium Financial is a trading style of Eadon & Co Limited which is authorised and regulated by the Financial Conduct Authority. FCA: 816029
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