Lifetime IFA
This qualification assesses a knowledge and understanding of the general insurance environment, its products and the manner in which the industry is regulated.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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.
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
Independent financial advisers providing advice for all personal finance objectives including Pensions, Investments & Inheritance Tax. We aim to help all our clients achieve their financial goals by delivering honest, realistic and expert advice.
We pride ourselves on building lasting relationships with our clients, an ongoing adviser-client relationship built on trust, positive outcomes and value is what we do best.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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