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
I focus on:
• building long term relationships;
• helping clients build and preserve their capital; and,
• protecting them against risk
Please feel free to contact me if you require advice on;
• Investment Planning
• Retirement Planning
• Tax Mitigation Strategies
• Financial Protection
• Corporate Specific Advice (Director/Employee Benefits)
While unbiased.co.uk endeavours to verify the information
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.