This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 exam accesses understanding of the financial services industry including regulation and legislation.
Charles Derby have recently been re-branded to Quilter Financial Advisers.
Quilter are a huge company in the Investment world. They provide us with the financial backing, guidance and compliance to look after our clients in every way.
Finding solutions to increase the client’s personal wealth and protect a client’s future and their families. Full holistic advice.
Starting a pension to plan for your future;
Accessing your pension from age 55 to plan for retirement;
Investing funds in a tax efficient manner;
Protecting your family with Life & Serious Illness Cover, Private Health Care, Family Income Benefit.
Ongoing monitoring of your portfolio and access to an adviser.
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.