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 assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
I pride myself on my straight talking no-nonsense approach. I give FCA regulated advice and my process looks like this: -
I talk to you about where you are now and where you see yourself in the future.
We agree what your financial needs and objectives are.
We assess the risks you face now and the amount of risk you’re prepared to accept in the future to achieve your objectives.
I research the whole of the market to find the most appropriate solution for you.
I present my findings to you in a plain English report which explains how you can achieve your financial objectives.
As you'd expect, I have a raft of professional qualifications including the London Institute of Banking and Finance Diploma in Financial Advice and the prestigious Chartered Financial Analysts Investment Management Diploma.
My aim is to give you excellent advice, service and value for money in a relaxed and friendly manner. I hate jargon and high charges. I work hard to find cost effective solutions and I communicate with you in plain English.
Fintegrity is a Trading Style of Sandringham Financial Partners Ltd (‘Sandringham’) which is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered: 337 981 265
While unbiased.co.uk endeavours to verify the information
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.