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 assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Rothesay Bennett is an Independent Financial Adviser that is built on high quality independent advice. Our professional advisers have over 100 years combined experience in face to face financial advice. As independent financial advisers we pride ourselves in offering “truly independent advice”. We have the best interests of our clients at heart and will act solely on your behalf at all times. This independence enables us to advise our clients on products and services from across the whole of the market place. We work for our clients to help you achieve your goals - we do not have our own products to offer. We tailor our service to the diverse needs of our clients, offering you the best possible choice. Our professional advisers strive to build a trusted client relationship which will last a lifetime.
Rothesay Bennett provide uncomplicated and, most importantly, meaningful independent financial advice.
We offer a professional, friendly service with solid, down to earth advice that you will understand. We focus on providing our clients with independent wealth management services and, through our use of technology and the training of our support team, pride ourselves on delivering a highly streamlined service for all our clients
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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.