In Partnership
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
In Partnership is the trading name of The On-Line Partnership Limited which was established and authorised in the year 2000. As well as our National adviser firm, we also service the regulatory needs of over 400 Financial Advisers nationwide within our Network, and have recently moved under the umbrella of Russell Investments. We are authorised and regulated by the Financial Conduct Authority and maintain rigorous controls to ensure that all clients receive the best advice and service to meet their particular needs.
With over 15 years experience in Financial services, I offer professional, impartial advice after researching the whole of the market.
I keep explanations simple and jargon free to help you understand the important financial decisions you are taking.
Allowing a single adviser, who you trust, to work with you, to make suitable financial decisions, will ensure that your aspirations can be met tax efficiently.
Your wealth is under attack, it has never been more challenging to create and preserve it.
Our first meeting, in the comfort of your own home, or at my Horsham office, is free of charge.
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Face to face
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