Brian Kidd (True Potential)
This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
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
We focus on delivering a face to face individual service, guiding you with Professional advice at all stages. Appointments can be arranged in the comfort of your own home or your office.
Listen and work with you towards your goal's and requirements.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Face to face
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