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
Having worked in Financial Services for over 20 years, I have a wealth of experience in all areas of Financial Planning and Wealth Management. My job is to keep it simple for you and give you access to knowledge and products that will improve your financial position and make your future goals a reality. Whether you have lost track of your pensions and need some advice and guidance on what's best to do, are approaching retirement, want to get a better return on your savings, want to start saving towards your future. Whether you need a mortgage, want to protect your family or need some inheritance tax planning, get in touch for a no obligation chat.
I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right for you.
Working with 2plan also allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.
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