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.
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 qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Primavera Financial Partners is based in Wanstead, with a satellite office in Rye, and we offer a full review of your financial needs and objectives. In our experience, this holistic approach leads to better outcomes but we are more than happy to concentrate on specific requests.
Our core strength lies in overseeing client's savings and pension portfolios with a clear and tightly managed investment philosophy and process.
Primavera Financial Partners has dedicated support staff, which means you can be confident that you are dealing with a firm that is wholly committed to providing you with the best possible advice, service and support.
Patrick McClelland, senior partner, and has over 30 years’ experience in advising clients with the following qualifications: BA Hons Degree in Business Studies, CeMAP, AwPETR, Adv DipFA, Chartered ALIBF.
We offer a free initial consultation in most instances. Please call us on <phone number hidden> or visit our website - <url hidden> for further information.
We are able to provide professional advice in a way that is easy to understand and therefore ensures you receive:
- Financial Peace of Mind, Real Value for Money, A Trusted Relationship
By working with Primavera Financial Partners, you can achieve your financial goals in life and make those important decisions with confidence. Whether you need impartial advice on Retirement, Investment Management, Mortgages or your overall Financial Planning, we are here to guide you through the financial maze so you can get what you want out of life.
Why Primavera? – We Listen, Create and Deliver.
Over 50% of our clients have been with us for over 10 years, many between 10 to 30 years.
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