This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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
Helping you achieve your goals is what drives me as a Sandringham Advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
By providing advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, myself and my fellow Sandringham Partners can help deliver great outcomes for those important times ahead.
Your personal circumstances are ever changing, and everyone’s needs are different. That’s why we use our four-stage planning process to helps us understand your needs and identify the best way to achieve your goals.
I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and the ones you love I can help you put the necessary plans in place.
Sandringham’s Precision ongoing client service cutting-edge technologies allows me to spend more time planning for your specific goals and wider financial planning requirements to help reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.
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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.