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
Dave Thomas is a registered individual of True Potential Wealth Management which is Authorised and regulated by the Financial Conduct Authority. FNR number 529810.
For more than 20 years, I’ve been helping individuals and families reach their financial goals.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what's important to you. Whether it's a worry-free retirement, saving for your children’s education, protecting your family or leaving a legacy to your loved ones, I can work with you every step of the way.
Managing your financial plans can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning.
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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.