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
Your need for financial advice and planning lasts a lifetime, and it’s my job to be there for you. I can build an understanding of your needs and support you every step of the way.
All your needs are covered from the first time you want to start saving for the future to planning for your ideal retirement.
I am a diploma qualified Financial Adviser with over 20 years’ experience.
I specialise in providing guidance and advice to professionals, business owners and retirees to meet their financial objectives.
My focus is to develop long-term relationships, provide trusted financial advice, enabling his clients to make informed decisions that will benefit their financial future.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Estate planning, Unit trusts and Auto Enrolment are not regulated by the Financial Conduct Authority.
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.