This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
Curo Wealth are committed to providing all of our clients with high quality ongoing advice. This means that we don't just provide advice and implement financial solutions, we work with you over the long term to make sure that your money is working as hard as it possibly can.
Curo Wealth is a firm of Independent Financial Advisers. We pride ourselves on our independent status, a key foundation of our business model. It ensures that we can advise our clients on products from across the entire market place, meeting your needs with the best that the market can offer. Our face to face advice process ensures that we focus on our clients’ needs, never resorting to a checklist approach to planning your financial future.
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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.