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
Hankley Financial Planning's approach is to work with you to establish your objectives and create a financial plan. Regular reviews form an important part of the process to ensure you are able to achieve your goals.
The most common mistake we find individuals make in financial planning is not having a cohesive financial plan. Whilst most people have a variety of savings and investment products and an ideal for the future, they have not ensured that everything is working in harmony to achieve their goals.
Allowing a single adviser, who you trust, to work with you to determine suitable financial decisions, will ensure that your aspirations can be met as efficiently as possible. We pride ourselves in translating even the most technical jargon into simple terms to ensure you understand the decisions you are making.
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.