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
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK.
We are part of the Quilter Financial Planning network who are wholly owned by Quilter plc, a leading provider of financial advice, investments, and wealth management both in the UK and internationally. They manage £110.4 billion of investments on behalf of over 900,000 customers (as at 31st December 2019).
Most importantly we are a business that puts good customer outcomes at its heart, helping to create prosperity for the generations of today and tomorrow.
We continually strive to do this through quality face to face advice, through strong, long term investment management performance, through our commitment to building long-term relationships, and by delivering consistent and award-winning customer service
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