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
What our clients say
…very friendly and approachable with a professional manner…a great person to deal with
Mr & Mrs Dawson, Eccleston, St Helens
…helped me clarify my thoughts ande decide on my preferred course of action.
Mr Darlington, Warrington, Cheshire
His professionalism and expertise shine through, putting your mind at ease.
Mr Jefferies, Bootle, Merseyside
Independent Financial Advisers helping clients make he most of what they have
If you are confused or overwhelmed when considering your retirement options, we will help you understand what your options are and present you with advice that you will understand.
We pride ourselves on our friendly and straight forward advice and we look forward to getting to know you and helping guide you through your options.
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