Metrita Wealth Management Limited
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, understanding and application of the different types of long-term care insurance.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Independent Financial Advisers and Mortgage Brokers.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
Metrita Wealth Management is a trading name of Metrita Wealth Management Ltd which is an appointed representative of 2plan wealth management Limited, which is authorised and regulated by the Financial Conduct Authority under no: 838586.
Registered office: Metrita Wealth Management Ltd, 10 Forbes Business Centre, Kempson Way, Bury St Edmunds, Suffolk, IP32 7AR.
Registered in England and Wales Number: 11832336
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