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 assesses a knowledge, understanding and application of the different types of long-term care insurance.
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
As part of Quilter Financial Planning this should provide peace of mind in knowing that you are dealing with one of the biggest financial advisory firms in the UK with robust internal processes to ensure that advice being given is the best advice for your individual circumstances.
I will tailor your plans to your individual needs and objectives. Our initial review has no charge as I believe you need to understand how I will work with you and get to know me and how I can support your goals and requirements.
34 Milton Hall Road, Gravesend, Kent, DA12 1QW
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