This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
Certificate in Equity Release
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
What our clients say
After four years of building our business we wanted to know that we were doing the right things and that nothing was being missed. The pending arrival of a new child to our family made us think about the future and how important it is for us all.
Finding a professional, trusted and, above all, proactive financial advisor was the reason we chose Mark. He's been someone who can fight our corner and dictate what we should be doing, leaving us free to live the life he's helped us to plan.
Mark has been far more of a help in lifestyle and aspirational advice than any other financial advisors we've come across - he talks and makes you think in big pictures which helps us, as clients, understand WHY we work towards a goal not just about how much money can be made!
I would whole heartedly recommend Mark to anyone but not just for matters relating to money but for the life you want to create for you and your family. He pushes you to think bigger, strive further and push outside of your comfort zone. Take care of the big things and the little things take care of themselves!
Adam Ludden-Roughley, Market Harborough
Our mission is to help customers align their pensions, savings, and investments with their ethical beliefs.
Many people do not realise that their financial decisions can have an enormous positive or negative impact on the planet and its population, and we are on a mission to change that.
Impact investment seeks to make a measurable social and environmental impact alongside a financial return.
With very little effort you can make a significant difference, moving from harming the planet with your money to sustaining it.
Blackbrook Financial exists to help you make this positive impact with your pension, savings, and investments.
A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
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