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
I'm a Financial Planner with the firm of Scott Fyffe Wealth Management Ltd. I specialise in ethical investments and further offer a holistic planning service, looking at your goals in the round to help you improve you and your family’s lifestyle, now and in the future.
I look after clients throughout Fife, where I live, but am also very happy to travel throughout Scotland. I conduct meetings via video call, over the phone, and face-to-face (of course, only once present restrictions are eased).
I've experience in all core advice areas of pensions, investments, mortgages and protection planning as well as a specialism in ethical investing. I achieved the Diploma in Financial Advice (DipFA) and Certificate in Mortgage Advice and Practice (CeMAP) with the London Institute of Banking and Finance. I also have further qualifications in Ethical Investing with the Chartered Financial Analyst Institute. I'm a member of The London Institute of Banking and Finance.
I've worked across all client areas and work with both private and corporate clients. I've built up a solid network of clients by providing advice and high quality service to local people, business owners, clients in the early and mid-stages of working life and people coming up to retirement wanting to maximise their standard of living.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Unit 9C City Quay, Camperdown Street, Dundee, DD1 3JA
Telephone <phone number hidden>
Scott Fyffe Wealth Management Ltd is an Appointed Representative of Quilter Financial Limited which is authorised and
regulated by the Financial Conduct Authority.
Scott Fyffe Wealth Management Ltd is registered as a Company in Scotland No. SC669958. Registered Office: Unit 9C City Quay, Camperdown Street, Dundee, Scotland, United Kingdom, DD1 3JA.
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