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
Horbury Financial Services Ltd was originally established over 30 years ago and provides Independent Financial Advice to our clients. The solutions we recommend are thoroughly researched, selected from the whole of the market and tailored to your individual circumstances. Our Advisers are all Independent and diploma qualified to ensure that any advice you receive is professional and bespoke in order to fulfil your financial planning requirements.
We also have an Accountancy Department and a General & Commercial Insurance Department which means we can offer our clients a fully comprehensive "one stop" financial solution.
Deciding how best to invest your money can be daunting. With so many options available and so many uncertainties, how do you choose what’s right for you?
Our job is to eliminate as much of that uncertainty as possible and to work with you to identify the most appropriate way for you to achieve your financial goals and objectives.
Our Investment Process is designed with that in mind. It creates a framework for us to discuss your needs and expectations, to assess and agree your attitude to risk and then to build and manage an investment portfolio to match.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.