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 assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
From Acorns Financial Planning Ltd was founded in 2010. Our goal is to help you achieve your financial goals and the lifestyle you desire. We aim to protect those that are most important to you while planning for the future.
We offer a full financial planning service including regular reviews. We are passionate about helping you achieve financial independence so that you can choose if and/or when to retire.
We help you make sense of money by discussing your finances in plain English. With constant change in the financial world, we aim to keep our advice clear, easy to understand and action.
Ultimately we take care of the financial planning so you have more time to spend with those you love.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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