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 qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
At Cricket Hill Financial Planning, we have been helping clients plan their financial futures and been on hand to ensure that they get the most out of their savings for over 10 years. We have a great team of people who are well qualified and have a friendly, down to earth approach.
We operate from a single office in Barnsley (the heart of Yorkshire) but have clients across the UK. Meetings with clients can be held in our office or at a location of your choosing.
Cricket Hill Financial Planning is a family business led by Jeremy Sheard (our managing director with over 40 years’ experience in financial services). He is ably supported by both of his daughters, a strong supporting management and administration team, many of which have been with the firm since day one, and an experienced team of diploma qualified financial advisers.
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