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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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 small friendly local branch based in the business and Banking sector of Greenock. We are part of a UK wide network of Independant Financial Advisers, We believe Successful financial planning is a two way process built upon a strong,trusting and importantly, lasting relationship. We are committed to really understand you, your circumstances and your expectations.
We are fully qualified Independent Financial Advisers and specialise in Retirement Planning, Personal Pensions Pensions including Final Salary Occupational schemes advice, Gaining you the best deal in Annuity income, Inheritance tax Planning, Investments,Long Term Health care costs, Auto-enrolment advice for employers, protection, Mortgage & secured loan finance.
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