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 financial protection plans.
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
We will give you fully independent and expert advice that is tailored to you, whatever your stage of life. In particular we specialise in pensions and retirement planning, savings and investments, mortgages, protection and general insurance. We’ll sit down with you first to discuss your needs and goals, and only then make recommendations. Being fully independent, we can also find the best products for you from the whole of the market.
We also offer regular reviews – because your finances never stand still. Between us we have more than 50 years’ professional experience, and we take pride in every piece of work we do. Contact us to arrange a free initial meeting, so you can get to know us and find out more about what we can do for you.
Based in Newport Pagnell, we take pride in serving clients from across the country. Our approach is based on helping people to achieve their financial goals – both in the short and long term. What matters to us most of all is our ongoing relationship with you. You can depend on us to provide a reliable and professional service whenever and however you need it. We would be delighted to hear from you and discuss how we can help you meet your goals.
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