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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
I have myself been in Financial Services Industry for over 30 years having started my career with Pearl Assurance and have been Independent whole of market for last 13 years, building on long term business relationships, gaining referrals and servicing new and existing clients.
Range of services available include and specifically DB Pension transfers ,Investments , unit trusts, bonds .
ISA , Pensions including Pension Transfers, Life Protection , Critical illness cover ,Income Protection ,Pension Freedom advice, home visits to suit in the Derby, Leicester, Nottingham areas, please contact to discuss further.
Here at True Potential we continually search for better value and choice and are agile enough to respond to opportunities quickly.As result our clients become better informed,confident and empowered to reach their financial goals.We achieve this by using the latest technology to provide straight forward and transparent advice in a simple and convenient way.We can offer unique,secure client websites that allow you to have a holistic view of your investments and view all of your legacy and portfolio information in one location at no additional cost.
You will be able to use Impulse Save to achieve Goals
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.