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.
At Ingenious Financial Solutions we provide professional advice to individuals, families and small to medium sized businesses. We assist them to plan and achieve their financial goals, aims and objectives.
Our clients come from many walks of life; some have built successful careers, some have inherited monies and many want guidance to invest their financial assets responsibly in a manner that is ethical and sustainable for long term to allow them to achieve their goals and ambitions - we ensure we are always there for them every step of the way.
At Ingenious Financial Solutions we pride ourselves on the strength of our client relationships built up over the last 10 years. Based in Leicester and serving clients throughout the UK, we are firmly positioned as a premier provider of independent financial and wealth management advice to both individuals and corporate clients.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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