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 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 an independently owned practice of two lady advisors with combined experience of 45 years in the industry.
Our success is based on consistently delivering a personal service, helping our clients achieve what is best for them.
Making decisions about Pensions/Investments and/or Mortgages can send anyone into a quandry! What should I do/What can I do/Which one is best?
Arrange with us to discuss any queries in a no-obligation face to face meeting FREE of charge and get your future plans underway.
Our core advice service includes Pensions (not Final Salary), Investments and Mortgage Advice.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.