This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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
We are an Independent Financial Advisers with a holistic approach to financial planning looking at all your needs and concerns.
We offer a face to face service and your first meeting is a free consultation to assess your requirements. Making you feel relaxed we make the difficult and complicated financial planning process easily accessible to you. We aim to deliver a solution that is tailor-made to your requirements.
Please feel free to get in touch.
We look after all our clients interests and can meet all your needs and wishes in a way that you are comfortable with and that you understand.
We are always available at the end of the phone or email at any time.
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