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
Established in 1989, I provide Independent Financial Advice on Mortgages, Life Assurance, Income Protection, Health Insurance, Private Medical Insurance, Investments, School Fees Plans, Pension Savings, Retirement Planning Advice and IHT (Inheritance Tax and Estate Planning) to personal and corporate clients throughout Sussex, Surrey, Kent, London and South East.
As an Independent Financial Adviser, I have a clear vision in providing unbiased financial advice.
Personal Advice – I can help you to plan your finances towards achieving your life goals and ambitions.
I can help you in every aspect of your financial planning, from managing your budget through to designing and monitoring an investment portfolio and your pension planning before retirement and income needs after retirement. I treat everyone as an individual with different ideas and aspirations.
Whether it's Mortgage Advice to purchase a Home, Remortgaging, Buy to Let loan, or a Second Charge Loan, I can help.
Corporate Advice – I advise SMEs on Key Man Protection, Share Purchase Protection, Business Loans, Business Purchase Loans, Commercial Property Loans, Asset Finance, arranging Finance for Management Buy-Outs (MBOs), Employee Benefits Packages, Pensions Auto Enrolment and helping owners make plans for Retirement.
Insurance and Protection for yourself, your family and/or your business.
I provide professional independent and unbiased advice on Mortgages, Life Insurance, Income Protection, Health Insurance, School Fees, Pension Savings, Investment Planning, Inheritance/Tax Planning, Annuities and Maximising Retirement Income.
I can recommend a suitable investment plan and select an asset allocation and fund choice that best matches your attitude to risk. I will manage your portfolio and provide regular updates.
Whether it’s an ISA, Pension, Investment Bond, Unit Trust, VCT or EIS, I have the knowledge and skills.
I use sophisticated software to source the whole of the mortgage market, enabling me to provide a mortgage to match your needs.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.