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
A modern, air conditioned, office with a variety of meeting rooms available for client use.
Edmund ensures that any first meeting with a client is a financial health check for all potential clients, highlighting any development areas and devising solutions tailored to client needs and budget.
Get to know you and your financial needs!
Every client is unique and getting to know you and understand your financial objectives is key. Once we devise your financial plan, we can work with you to help you achieve your financial goals.
Existing clients will have a review every 6 months, or annually, dependent upon client circumstances and needs. This ensures they are up to date with any current changes in legislation and the impact it may have on their finances.
Edmund is only ever a phone call or an email away, so why not get in touch now to discuss your financial planning needs?
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