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
An Independent Financial Advisory practice located in the Somerset market town of Frome.
At the heart of our advice process is the desire to truly understand our clients’ needs and aspirations, in order to deliver tailored solutions that meet their requirements.
So whether you are aiming to protect your loved ones, plan & save for your retirement or implement strategies for your business, Meridian Financial Services is here to help you achieve the right outcome.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.