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
This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
Our qualified advisers are constantly undergoing comprehensive training and personal development. We share the belief in setting the bar high when it comes to company standards and pride ourselves on providing a high-quality service, maintaining long term relationships with our clients so they always benefit from the team’s expertise.
Affiliated to one of the UK’s biggest financial advisory networks, Quilter Financial Planning, with access to over 3500 advisers, strength and scale is a positive advantage for Rockstone. Our membership offers a wide range of client benefits, not least the surety that the product and provider recommended has undergone due diligence. If any product doesn’t quite fit, we can refer to specialists in different areas of the market too.
Our Specialty is in;
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.