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.
I want for you, what I want for me: to be able to enjoy my lifestyle now and maintain it as far as possible in retirement. I don't want to have to worry about money and neither should you.
Quality, independent financial advice and planning are key to this and we help people in Derbyshire and Nottinghamshire principally, to achieve their aims.
Business owners. You have enough on your plate running a business. Let us help you make the most of what you generate, assuming an FD role if you like, taking on board your personal finances to keep you on track.
40+s. The demands on your wallet can be high here and it's easy to forget about planning for the future. We can help.
5-10 years to retirement? There is still some time to make a difference to your retirement income and position your money for how you need access it when the time comes.
Retirees. What is the best way to draw your income? We can tell you the differences and discuss what you need to consider before making a decision.
You'll be pleased to know Rob has 27+ years of experience advising these groups.
Only by doing this can we really understand your aims and concerns, creating a plan accounting for them.
We won't flower something up and tell you what you want to hear. The positives, the negatives; it's vital you understand what your actions could deliver.
No-one likes jargon, so we avoid it as much as possible. Anything you don't understand we revisit until you are comfortable.
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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.