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.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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 examination assesses a knowledge and understanding of investment products and the risks involved.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Many of our clients come to us when they find themselves at a crossroads, needing somebody that they trust, who cares about helping them and will talk to them in plain English and not charge them the earth (we only charge fixed fees).
You won’t find any slick suits, flash cars or financial mumbo jumbo here. We’ll take the time to chat with you over a coffee and find out what’s most important to you.
We’re independent of products and providers, and we only charge flat, fixed fees for our advice, based on how straightforward or complex your situation is. It’s not about how much money you have, but how much value we can create for you.
Straight talking, expert advice
53 Wine Street, Bradford on Avon, Wiltshire, BA15 1NS
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.