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
Over 26 years industry experience providing face-to-face advice to local clients in the comfort of their own homes. Normally over a minimum of two meetings, the first is all about getting to know you and finding out what your needs are. A further meeting is then agreed to provide the advice/recommendations, before any decisions are made. If you proceed,future ongoing regular reviews will be arranged, as and when required.
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I have been providing clients with personalised, financial advice for the last 26 years in the local Poole and Bournemouth area, specialising in savings/investments, pensions and annuities/retirement planning and personal protection. What my clients expect of me is an objective, professional and efficient service delivered with a personal touch, without the jargon.
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