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.
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
Self-employed Financial Adviser working through award winning firm Quilter Financial Advisers . I offer Financial Advice that is tailored to you. Based on considerable experience in the financial sector. My aim always to help businesses and individuals take a holistic view of their financial position to help them achieve their objectives.
Building long term relationships is paramount to me and I am happy help individuals & businesses in the New forest and across the south coast.
I offer a comprehensive financial planning service with support from specialist within the firm for more niche areas. I for example am a specialist in pension and final salary work.
Pensions - Investments - Mortgages- Life Assurance - Critical Illness - Income Protection - Estate Planning
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.