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
We are independent financial advisers directly authorised by the FCA, with offices in Wadebridge and Okehampton, seeing clients across Cornwall and Devon. We believe in the principle of independent advice, focusing on the best outcome for you, not sales. We build portfolios for all clients, regardless of how much they are investing. We provide three or six monthly reviews to report on performance.
We can meet you in person in our offices, at your home or online with our skype service. Either way, we guarantee friendly, honest and, above all, independent financial advice.
We will meet with you for an initial consultation at no cost to you. We will talk to you about your attitude to risk and investment timescales and will research the whole market, assessing each option, reporting back to you with our findings - all before we make any charge. If you are happy to proceed with any suggestion, whether that's an investment, pension or setting up life cover, we will set that up for you. We will then keep in touch and provide regular valuations to ensure the performance is as expected over the long term.
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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.