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.
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
Simon established Cornerstone Financial Planning in 1992 and has been offering a boutique investment and financial planning service for over 30 years. He is a regular contributor to BBC radio on personal finance and investment matters.
With an excess of £60 million under management, Cornerstone has been featured in Which? for giving “good advice” and “outstanding service”. Financial Adviser (published by the Financial Times Group) has voted Cornerstone as “Shoppers Choice” and highly commended Simon.
In an era of ultra-low interest rates and global market volatility, we believe it’s essential to provide a bespoke in-house investment portfolio service rather than outsourcing our clients’ investment needs.
We offer a free initial consultation which provides you the opportunity to have an online or face to face in-depth discussion so we can understand your needs and future aspirations.
We offer truly independent impartial investment and pension advice. All our advice solutions are bespoke and we do not outsource our investment process. Our advice has been recognised by Which? and Financial Advisor (FT Group newspaper) as "outstanding" and "good".
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.