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
We will always:
Get to know you before we do anything. Only when we understand your goals and ambitions will we recommend any course of action or financial products.
We will help in any way we can, be on time, be polite, and make dealing with us easy.
We will make sure that you receive the best possible advice and products that are appropriate to your needs.
Be transparent and totally open. We will clearly explain all charges and fees upfront. As required by the Financial Conduct Authority, which regulates our industry, we will provide full disclosure and illustrations of any products that we recommend. We won’t put anything in place until we have your agreement.
First and foremost, we are a company that always keeps the best interests of our clients at its heart. A company that prefers to deal with you face to face, whenever possible or necessary, not by email, telephone or post. In short, we aim to be a company that provides the best available service to you, our clients.
Our company is guided by this simple ethos. One, we are committed to high moral standards. Two, we believe in behaving fairly towards everybody who works here. And three, we strive to provide the best working atmosphere and employment conditions that we can. In our experience, happy staff leads to happy clients.
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.