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
Charles Derby Wealth Management Ltd 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 to ensure this personal service is delivered in practice. Wherever you are, we will look to provide a local Adviser.
We are part of the Quilter Financial Planning Network who are owned by Quilter. Quilter is a leading provider of advice, investments and wealth management; managing over £100 billion of investments on behalf of 900,000 customers.
- The value of pensions and investments can fall as well as rise. You may get back less than you invested
- Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.
- Trusts are not regulated by the Financial Conduct Authority.
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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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.