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
This examination assesses a knowledge and understanding of investment products and the risks involved.
PBS Financial Solutions Ltd was established in 2007 by Director Paul Brett-Smith after more than 10 years in financial services. Our focus has been on providing financial advice that makes a real difference to peoples lives; from helping first time buyers through to making the most of someone's investment portfolio or retirement income. Our aim is to not only help you get the best possible outcome but to also keep you informed and build a truly productive working relationship. As a company we use the latest technology, combined with knowledge and experience to deliver our service.
PBS excel in providing financial advice in a clear jargon free way allowing clients to make an informed decision. We take time to understand the financial needs and goals, and use our expertise and knowledge to provide the solutions. As a company we believe it’s important to be approachable and develop a long standing relationship built upon trust, integrity and value.
Castle Chambers, China Street, Lancaster, Lancashire, LA1 1EX
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