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
DTE Financial Planning are an independent financial adviser directly authorised by the Financial Conduct Authority. We are based in Bury, Lancashire and have clients across the entire North West of England.
We provide independent advice across all areas of Financial Planning which include Retirement Planning, Protection Planning, Investment Planning and Estate Planning.
We believe in the principle of independent advice and we always focus on the best interests of our clients, not sales.
We provide exceptional client service whatever their financial objectives and we take pride in building long lasting relationships with our clients.
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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.