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 the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Bournebridge Financial Services Limited is a firm of Independent Financial Advisers based in the City of London. With an expanding team of advisers offering a depth of experience in dealing with the financial planning needs of high net worth individuals and businesses.
We focus on providing a high level of service, treating each client as an individual and taking the time to understand their needs.
We have over 40 years of experience in Financial Planning, with a depth of knowledge gained in both the IFA and Private Banking sectors.
As specialists in At Retirement Planning we have a great depth of experience in guiding clients through this critical stage of their lives, not just from the increasingly complex regulatory world but most importantly the emotions and psychology of retiring.
We advise on all areas of financial planning, with particular expertise in retirement planning, investments and complex mortgages.
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