This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Fairstone is a national firm of Independent Financial Advisers. Established in the North East in 2008, Fairstone incorporates one of the UK’s largest Chartered financial planning firms.
At Fairstone we understand how important it is to make the most of your money and we aim to deliver outstanding service to all of our clients whatever their financial needs or aspirations.
Our key services include: investment management, estate planning, retirement planning, mortgages and corporate financial planning.
We regularly analyse the marketplace to deliver only the highest-quality product options to our customers whilst ensuring that every customer is offered the widest possible choice of financial products and services.
The entire customer journey is conducted in a friendly yet professional manner, with an efficiency that demonstrates how we go the extra mile in delivering unfailing customer satisfaction.
Every interaction is customer-centred, with individual and specific advice designed to identify and develop a solution which is unique to each customer.
Fairstone Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority (FRN: 475973)
Fairstone Wealth Management Ltd. Is authorised and regulated by the Financial Conduct Authority (FRN: 188596)
Fairstone Private Wealth Ltd. is authorised and regulated by the Financial Conduct Authority (FRN: 457558)
All are part of the Fairstone group of companies. Registered in England.
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