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
TB Patterson Associates have been providing independent financial advice since 1976. We have over 60 years combined experience in the financial services industry. We are dedicated to providing unbiased and independent face-to-face financial advice. We have a fully qualified financial adviser, on hand to provide, and tailor financial advice to meet your needs. While most of our clients are in Newcastle, Sunderland, Durham, Northumberland and Teeside, we also have clients in London, Cumbria, Yorkshire, Kent, Wales and as far a field as New Zealand and South Africa.
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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.