Essential IFA Ltd
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 and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
My name is Peter Herd and I am a member of the Chartered Institute of Bankers in Scotland. I have over 20 years’ experience within financial services and have worked in both Banks and Building Societies and have worked in many fields of financial planning including Business Banking and so I am able to give independent advice based on a client’s entire financial situation. I am FCA registered and hold a Level 5 Diploma in Investment Planning. I also have a current Statement of Professional Standing which complies with RDR regulations.
Essential IFA prides itself on customer service and we hope by working together with our clients that we can provide high-level financial planning that makes your goals come true.
Of course we give advice on products like pensions, ISA’s, life insurance and even mortgages but what we have to do first is get to know YOU. We take time to understand your needs and to work out what is the best course of action.
We also offer a full review service to all our clients, as we feel that reviews are as equally important as the initial advice.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Face to face
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