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
2plan wealth management Ltd is a national advisory firm. Launched in July 2007 it has grown to become one of the leading firms, consisting of Financial Advisers in the UK.
My primary focus is on the provision of independent wealth management services for private investors and corporate clients throughout the UK. My range of services covers all aspects of pensions, investments and insurance.
We act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount and all our advisers pride themselves in building lasting professional client relationships. We aim to ensure that all our clients will always view their 2plan wealth management adviser as their trusted IFA.
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