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 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
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Lifetime Wealth is a family run business, located in Torbay with clients based all over the UK. Our mission is to help all our clients achieve their financial goals by delivering honest, realistic and expert advice. We work closely with other industry experts to ensure all our clients receive first-class advice irrespective of investment size or income.
We are excellent at delivering high-quality advice in the following areas:
- Investment products
- Asset Allocation
- Pension Planning
- Retirement Planning
- Inheritance Tax Planning
- Equity Release Advice
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.