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 the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
We have over 14 years of financial planning experience specialising in investments, pensions and financial protection. Areas of expertise include, retirement planning, retirement income generation, long term investments, tax efficiency, Inheritance Tax planning, school fee plans.
We believe that everyone is individual and our recommendations are bespoke and personally tailored. We pride ourselves on being able to communicate well with our clients and at the level of our clients' understanding regardless of their experience of investing. When it comes to delivering personal financial planning advice we believe that there is no such thing as a stupid question.
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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.