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
If you’re reading our profile it’s likely you have a financial challenge, problem or issue you need help with.
We’d be delighted to help if we can.
We work with:
- Professional couples and families
- People planning to start their own business
- People who want to gain more control of their finances
In fact, our clients are just like us like us! That means we understand your concerns and worries.
Our job is to address your immediate concerns while helping you plan for the future.
Specifically, we can help with:
- Mortgages: helping you choose the right option from the thousands available
- Protection: ensuring that should you become ill, or die prematurely, your family’s future is secure
- Retirement: reviewing and advising on existing pensions, while planning for the future to ensure you retire on your terms
- Savings and investments: analysing your existing savings and investments and making recommendations to ensure they are on track to deliver your objectives
We’ll work at your pace and in a professionally, yet friendly way. We’ll solve your current financial concerns and help you plan for the future, giving you peace of mind and helping you to sleep at night.
Understand: We have exactly the same worries and concerns as our clients. That means we have an in-depth understanding of both the problem and the solution.
Care: We have a passionate desire to build better financial futures for all our clients.
Listen: We can only truly understand you by listening carefully.
Solve: We’ll work hard to provide the right solutions to your current financial concerns.
Plan: Once we’ve dealt with your immediate worries we’ll put a plan in place to secure your financial future and help you achieve the goals you have for life.
Resolve Financial Solutions Ltd, Investment House, 28 Queens Road, Surrey, Weybridge, KT13 9UT
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.