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
ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.
I myself have 35 years experience at a high level in the financial services Industry being an IFA as well as a qualified Stockbroker and Wealth Manager with a career focused on Investments and Pension funds with retirement planning being a major part of my clients seeking my services.
The first meeting is totally free of charge and I will explain all fees and the process in detail. I look forward to hearing from you.
I work with you to pinpoint issues that are important to you, whilst giving clear jargon free Independent financial advice.
We are a national firm with 200 advisers all very experienced individually and the firm New Leaf was founded 17 years ago with accreditations at the highest level from the regulator and the financial industry as well as the only firm to have Ministry of Defence approval as well as training programmes for the financial industry accredited by the National Skills Academy for Financial Services and also the London Institute of Banking and Finance.
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