Fidenti Financial Planning
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
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
Fidenti Financial Planning was founded on a very straightforward belief: that professional financial advice must always serve the customer’s needs, not the adviser’s.
From our inception, our guiding principle has been that we will always carefully consider our customers’ individual goals and financial resources, and only make recommendations that — in our professional opinion — matched these. This continues to be our mantra today.
We know that financial planning can be complex, using technical terms that our customers may be unfamiliar with. Therefore, we always give advice as clearly as we can, encouraging clients to ask for further explanation when needed. We will always present honestly the pros and cons of a product or course of action.
We also recognise that financial planning can touch on difficult issues for our customers, and we aim to be sensitive and open in all our discussions.
Above everything, we promise to hold ourselves to the highest standards of integrity and be worthy of your trust.
Fidenti starts off by trying to get the big picture of your goals. We’ll meet in a time and place that’s convenient for you, for a broad discussion about your financial requirements and aspirations — as well as any concerns you may have. Following this, we’ll go through the ways in which our service could help you. This initial meeting is free and there’s no obligation to take it further.
Fidenti is committed to ensure customer service is at the top of our personal agenda.
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