This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
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.
At MSBM Wealth we have over 30 years of experience to draw upon, on top that we are part of a bigger parent company ‘Pi Financial’ (a national firm) to oversight any work undertaken to give you that extra layer of protection.
We understand how important your finances are to you, so our aim is to listen, understand, gather information before we put the right adviser in front of you.
We want you to become part of our family of clients and for us to become part of yours.
We understand how important is to make the right financial decisions based on your individual circumstances no matter what area of financial advice required. That’s why at MSBM we are here to listen, engage and then advice the best solution for you. We understand that this is about you ‘our clients and getting it right first time’.
We have FCA qualified advisers in all areas to address any financial need, however small or complexed. We believe that not every individual will have the same needs and objectives, our solutions are based on you and that’s what makes us different from the rest.
We believe we do a great job for our clients, see for yourself with a non-obligatory initial consultation.
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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.