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.
“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).
Quilter Financial Advisers rebranded from Charles Derby in January 2020.”
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.