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.
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
I work within Collaborative Wealth with honesty and open-ness at the heart of our business. We have 6 advisers with over 150 years experience.
We offer Independent Financial Advice that is tailored to an individuals needs. The service is bespoke and every client is treated as an individual. I believe that quality advice and great service is key to the quality of relationships we have built.
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.