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
RetireInvest is based in Grantham, Lincolnshire, with a local adviser based in Nottinghamshire and Lincolnshire. An established company that provides clients with bespoke financial advice. We believe that we have been successful because we have been able to give highly individual advice that is entirely focused on our clients’ specific circumstances and needs. What our clients expect of us is an objective, professional and efficient service that is delivered with a personal touch. We consider that the key is in creating a trusting relationship with our clients so that we can provide financial advice that is altogether individual.
We offer a wide range of services, including advice on investments, retirement, protection, inheritance planning and tax planning. Our focus is on both capital enhancement and capital protection.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
We believe in providing a high quality service with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers that work together to achieve this.
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.