Quilter Financial Advisers
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.
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Telephone
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Online (Live chat, video, email)
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Face to face
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