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
Are you worried about you, or your family’s financial future? Financial advice from professional, qualified experts can make a dramatic difference and bring great peace of mind. But unlike working with other professionals like doctors, accountants or solicitors, the problem is that most people don’t know who to trust, what’s involved or what to expect when they think about financial advice. That is where independent financial advice from Independent Shetland Finance Ltd can make all of the difference. By using our comprehensive advice process, we will work together to help you to meet your financial needs and objectives.
We will advise and guide you through all of the intricacies of protection planning, retirement planning, savings and investment planning, mortgages, remortgage’s, and estate planning. This includes covering the relevant tax efficiencies and advantages. We will provide you will full updates at every stage of your financial journey, to ensure that you are in full control of your own financial future. A full financial review to ensure your financial welfare is always recommended. Warning: An investor may get back less than the amount invested. Information on past performance, where given, is not necessarily a guide to future performance.
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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.