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 assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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
Gunning Duncan Financial Services are Financial Advisers offering advice on a range of financial products from a panel of the leading life insurance and pension’s providers. We work with Quilter Financial Planning Solutions Limited who are part of the UKs largest network Quilter Financial Planning.
Established for over 10 years, we can give informed advice on a range of financial products including ISAs, investments, life insurance and pensions. We can also advise and arrange mortgages including re-mortgages, household insurance & mortgage payment protection insurance.
Based in Arbroath we can offer practical financial advice to customers across the East of Scotland.
There are two advisers June & Jim who have over 50 years Financial Planning industry experience between them. We offer our services on a commission or fee basis, which will be discussed fully with you at our first meeting, which will be free of charge. All enquiries are dealt with in a professional manner with prospective clients placed under no obligation or pressure.
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