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
Collaborative Wealth is a firm of Independent Financial Advisers offering advice tailored to each unique and individual client. Understanding that no two clients are the same enables us to provide a service that is designed to provide the most suitable advice for each individual.
We have a wealth of financial advice experience. We have 6 IFA's all have previously worked for The Derbyshire Building Society or The Co-operative Bank. The benefits our clients find is our open and honest approach from the initial phone call to annual reviews. Putting our customers first is the key. Our team offer advice throughout the country and our branch is open Monday to Friday 9.30 - 4.30 on The Strand in Derby.
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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.