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 pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
McHardy Financial Ltd are Chartered Financial Planners and are proud to have been providing independent financial advice to both private and corporate clients since 1987.
We have 6 offices spread throughout East Scotland and employ 15 advisers. We are whole of market financial advisers and are not tied to one particular provider.
We have attained Chartered Status from the Chartered Insurance Institute due to the standard of training and development we give to our staff and the professional qualifications held within the company.
Providing our clients with local, friendly and professional advice.
We predominately deal with pensions, investments and protection. We specialise in helping those at retirement and work with our clients to ensure they have the right kind of plan to match their lifestyle.
We also consider those looking to release equity from their homes in later life.
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