Bournebridge Financial Services
This exam accesses understanding of the financial services and their regulation.
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
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 broad understanding of the principles of private client investment within the context of the current regulatory environment
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
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.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
We are an experienced team of financial advisers providing independent financial advice across London and the South East.
Established in 2017 by a group of multi-generational financial advisers, we’ve quickly grown into a sizeable practice. Many of our clients have chosen to move to us from other wealth management firms. This is because of the one-to-one relationships that we have built up based on trust and sound advice.
It’s a huge testament to the quality of our service that most of our clients have been referred to us by existing ones.
We pride ourselves on the friendly and approachable nature of our advisers and staff, who are all committed to delivering honest, appropriate advice. We’re here to ensure that your journey to reaching your goals runs as smoothly as possible.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Face to face
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