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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
At SensInvest we strongly believe that every client is unique and dedicate our expertise in building a bespoke financial plan. We work with individuals and businesses and follow a goal based approach whether it's Retirement Planning, University Fees, Exit strategy from the business or Securing the future of your loved ones.
We are Independent Financial Advisers which allows us to research from whole of the market keeping your best interests at the core of our proposition.
We will spend time to understand your needs and aspirations and give you a realistic assessment, after we have taken your existing arrangements into account. Once we have implemented your financial plan we will continue to monitor it and keep you updated with regular reviews.
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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.