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
Our clients are a mixture of private clients and companies who understand that by seeking our professional advice they can make the most from their money.
Our success has been based on three core principles; integrity, professionalism and impartiality, coupled with a creative approach to financial planning and a belief in a bespoke client service.
We believe in providing a high quality service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers that work together to achieve this.
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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.