This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
We are the preferred financial advisers to these unions: Unite, Prospect, PCS, USDAW as well as others.
No matter what stage of your financial journey you are at, I will be able to make sure you are not only going in the right direction but that you will get there at the right time in the most cost effective way.
When you come to me you get the best of both worlds: a local adviser who can talk to you one-to-one, backed up by the extensive resources and expertise of the Quilter Financial Planning network.
Understanding your unique circumstances.
This is the process of getting to know you. How you got to where you are now – and where you want to get to in the future.
What you want to achieve, financially, in the next 5, 10, 15, 20 or possibly 30 years.
What’s important to you? What drives you? What are your lifestyle expectations? What do you want out of life?
In other words, what do you want your money to do in the first place! Without answers to these fundamental questions no financial decisions can made.
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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.