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
Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK.
We are part of the Quilter Financial Planning network who are wholly owned by Quilter plc, a leading provider of financial advice, investments, and wealth management both in the UK and internationally. Managing £107.4 billion of investments on behalf of over 900,000 customers (as at 30 June 2020).
I'm a qualified financial adviser and wealth management consultant, dedicated to helping individuals, families and business owners overcome their money stressors, make better financial decisions and achieve their financial goals.
How can I help you?
- Starting a new pension
- Changing contributions to an existing pension
- Consolidating two or more pensions
- Taking benefits from your pension
- Investing an inheritance or lump sum
- Ensuring you don’t pay too much tax
- Achieving a specific financial aim
- Investing regular amounts
- Investing for a big event
- Buying a house for the first time
- Getting the right deal for your existing home
- Securing an income by renting a property
- Ensuring your loved ones can cope financially, should you die unexpectedly
I offer a FREE initial consultation to discuss your needs and objectives. I then leave it entirely up to you to decide whether you wish to proceed after our initial meeting.
I work with clients in London and Gloucestershire.
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
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.