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
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
I am a family man, with 3 children and understand the challenges people have in life around finances and planning for their future. My job is to make sure you are happy throughout the journey pre and post retirement and we work together as a team. I have found this works well and my valued clients trust me with their family wealth and finances through the years.
I pride myself as approachable, focused and positive about life. My clients prefer the old fashioned home/office visit where we can discuss face to face. I have technology and state of the art systems in the office. Happy to meet people from all over Scotland even though I am based in Inverleith - Central Edinburgh. I can meet at your home, a café or one of the two offices in Edinburgh.
My son is a professional footballer and I follow his career every Saturday. I am also reasonably young for a Financial Advisor at 50 years of age! I look forward to meeting you. Lets have a coffee and a chat around your future.
Building close relationships and working as a team throughout the years especially focused on Pensions, Savings and Investments. Understanding clients needs now and in the future and helping people reach their goals and dreams over the years. Long term relationship building and positive future planning.
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for the business you are transacting.
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