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.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
Wealth & Money Management Awards Best Financial Consultant NE England 2018 - I offer a fully holistic approach to Financial Planning.
From growing and protecting a clients wealth/assets by recommending Investment, Savings, Retirement and Life Assurance solutions during their life-time, that are totally bespoke to them, right through to establishing Wills and Estate Planning solutions which, not only direct wealth/assets to the right people after death, but also ensures future generations can benefit from the clients hard earned wealth/assets which were built-up during their lifetime.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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