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 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.
Silver Oak Financial Solutions main objective is to build and maintain relationships with our clients by addressing their financial needs now and in the future.
We provide financial advice in all areas including whole of market mortgage advice to clients in the South West of England.
Our service is grounded in the highest professional standards. We recognise that each of our clients are unique and as such deserve a bespoke service, tailored to their own financial needs and future aspirations.
Melbourne House Business Centre, 36 Chamberlain Street, Wells, Somerset, BA52PJ
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.