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
As a whole market Independent Financial Adviser we are able to advise on products from all financial institutions, so you will always receive the best solution for your individual needs/circumstances. It is our aim to develop long term relationships with our clients allowing us to provide accurate financial advice and accommodate any changes to clients personal/financial circumstances as appropriate via regular reviews.
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