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.
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
Directly authorised firm set up in 2010.
Currently has just under four hundred clients and manages assets between twelve to thirteen million pounds. I am the sole adviser in the business plus an introducer who has worked with me since the firm was set up.
I have thirty eight years of experience in financial services and consider that in that time I have gained a fair bit of knowledge of the industry.
Try to give a balanced view of the market place and try to provide the relevant products which meet the needs and objectives of the clients.
Dealing mainly with investments and retirement provision we try to take a holistic view regarding financial advice planning through obtaining all key information regarding the individual client.
Also at Quantick Financial Services we try to where possible forge an ongoing relationship with all our clients and keep them updated at least on an annual basis where required.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.