This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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 the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
We help people achieve a better financial future.
We offer investment, pension and protection advice to private individuals, and we advise businesses on corporate pensions and employee insurance schemes. Our team of fully qualified financial advisers is supported by paraplanners and an experienced team of administrators.
The company is authorised and regulated by the Financial Conduct Authority (FCA).
Laithwaite Financial Services specialises in pensions and investments, including pension switching and consolidation, pension sharing at divorce and general investment business.
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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.