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
At Berkeley Square Associates we are privileged to have a small, boutique company that provides bespoke services designed around the client. This is how we believe a financial advisory company should be.
Berkeley Square Associates strongly believes integrity should not stop at fees. Therefore, we guarantee all initial set up fees on pension and investment advice. If we have not ‘returned’ your initial set up fees within the first 12 months, via investment performance, we will pay back the difference.
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We provide a free online system for our clients to log in to via our website and our online app. This allows them to see their portfolio at anytime, 24/7. Their appointed Associate is then on hand, again, pretty much at anytime should they wish to discuss anything or have a visit/phone call. There is no fee for meetings, any communication and so on.
As standard we then review our client’s attitude to risk on a 6 monthly basis, via our client portal system. If anything is noted that needs to be discussed we then contact the client to discuss this further.
Unfettered access to your own adviser/relationship manager, that you can communication with for free, as much as you want.
Pensions, ISAs and Investments
Discretionary Fund and Tax Management
Foreign Exchange Services
Auto Enrolment (Company Pensions)
Company Legacy Planning
Will Writing and Estate Planning*
Funeral Cost Planning*
Free Review with an Accountant and or Solicitor
Free review with business data protection specialists
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As a client of Berkeley Square Associates, you also receive access to our Client Portal to view your portfolio 24/7
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.