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
Based in Cleckheaton I am a fully qualified financial adviser who offers wealth management advice to clients across the north.
I have always had a passion for financial services and supporting clients to achieve their goals, working with some of the leading financial institutions using professional advice.
I will look to develop a bespoke practical plan designed to help you meet your finance needs, now and in the future.
I pride myself on offering a consistent friendly and personal service which gives you confidence that your money is in a safe pair of hands.
1. Understanding your needs
It is impossible to be able create a plan for the short, medium and longer term without truly understanding your needs and circumstances, including how much risk you are prepared to take when investing.
2 Researching your requirements
A key part for preparing a plan is to explore all tax allowances, the investments available and the funds where money can be invested, any plans will take into account existing provisions and how the plan will focus on meeting your goals.
After completing research to best suit your needs, a full explanation of what and why a recommendation is being made taking into account, timescales, risk approach and how the recommendation compliments existing plans
Once plans are agreed, we will carry out the transaction and set up the investments taking care of paperwork, speaking to the provider on your behalf and clearly explaining timescales involved
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.