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.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
We are an appointed representative of Sanlam Partnerships Ltd, a national network of Independent Financial Advisers. We offer fully independent, professional and unbiased advice on a wide range of financial products. Please telephone to arrange a mutually convenient appointment to discuss any financial matter.
We are very good at monitoring investments and making sure people who are at or close to retirement attain the level of income they need after they finish work from whatever source is necessary.
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