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 qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. As part of the Retail Distribution Review which comes into effect in 2013 they will have also been required to demonstrate their knowledge is up to date, this process is known as Gap Fill. On satisfaction of the gap fill requirements they will have obtained a Statement of Professional Standing from an FSA Accredited Body.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Our team of experienced Independent Financial Advisers provide truly independent Financial Planning advice. We are based in Southampton and have clients across the south of England.
We are an appointed representative of a company directly authorised by the Financial Conduct Authority, so you know you are in safe hands.
Choice was established in 2004 by our Director, John Quaif. The Choice brand was built around the key values of ‘honesty’ and ‘trustworthiness’. Moreover, and above all else, John expects Choice to deliver high levels of ‘service’ and ‘professionalism’ at all times. These attributes have been the key ingredients used to establish long term client relationships. Therefore, it is no coincidence that the majority of our business is introduced by personal recommendations.
Our advisers specialise in retirement and investment planning. We care for our client’s needs. That is why we will take time to get to know you as we put together your financial recommendations. Additionally, we will look to build and maintain this relationship over the coming years. This will be done through regular reviews, refining your financial plan if your circumstances change and ensuring your finances remain on track.
Do you have money to invest? Are you saving for your retirement? Or do you need to take stock of where you are with your own financial plan? We are here to help!
Our first initial meeting is free of charge so do not hesitate to contact us.
Choice Financial Solutions is an authorised representative of The Choice IFA Network Limited which is authorised and regulated by the Financial Conduct Authority, authorisation number 440484. Estate Planning, taxation advice and some mortgages are not regulated by the Financial Conduct Authority. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
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