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
I am an owner adviser practice with over 30 years experience in the industry. I have been trading on my own for over 15 years. I maintain low overheads in order to be able to maintain my ethos of ‘the right advice at the right price’. I charge a flat fee for my advice depending on the work involved meaning you know what you are paying from the outset. All initial consultations are free.
We originally established ourselves as pensions experts we currently run pensions for a full range of clients from multi million pound organisations, small family run companies to individuals. We are now focussing on auto-enrolment for companies and advising individuals on all aspects of financial planning. We have been trading for 14 years and Graham Has been in the industry for over 25 years. As a result we regard ourselves as being pension specialists. We are linked to a local firm of Financial Advisers with 4 other advisers.
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