Collaborative Wealth Limited
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
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
We offer Open and Honest Independent Financial Advice to help you achieve your financial goals in a simple, transparent and enjoying way. Looking to help guide and support new and existing clients navigate the complex financial markets and ensure their plans remain on track. We are holistic in our approach and offer advice across all areas of financial planning:
Retirement Planning
Defined Benefit Transfers
Investments
Inheritance Tax Planning
Mortgages
Personal Protection
Business Planning Protection
Our clients have always preferred their money to be invested ethically so we take great pride in delivering what 's important to them and their families.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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