This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
This unit concentrates on products, services and legislation that inform the financial planning and advice process.
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.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Here at Digby Associates we recognised that as a firm, the highest value that we can offer clients is to work towards financial security by delivering co-ordinated wealth management. To that end, what goals do you have that will take planning, time, money and ongoing co-ordination to achieve?
As your partner in building wealth and security, we generally focus on ways that we can help you live your life the way that you want to. By engaging the services of Digby Associates you will benefit from regular financial reviews and valuations, along with access to new ideas brought to you by the team.
Retirement, investment and family protection planning.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Digby Associates is a trading style of Digby Associates – Positive solutions Limited which is an appointed representative of Quilter Financial Planning Solutions Limited which is authorised and regulated by the Financial Conduct Authority. Positive Solutions is a trading style of Quilter Financial Planning Solutions Limited. Digby Associates – Positive Solutions Limited is registered in England and Wales. Registration No: 6245037. Registered Address: 236 Henleaze Road, Henleaze, Bristol. BS9 4NG
The value of pensions, investments and the income they produce can fall as well as rise. You may get back less than you invested.
The FCA do not regulate Inheritance Tax Planning advice.
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.