This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This exam accesses understanding of the financial services industry including regulation and legislation.
In April 2020, I appeared in The Times newspaper as a Top Rated Financial Adviser for Protection business in the UK. An accolade I am extremely proud of.
I have worked in financial services since 1989 focusing on the protection insurance market. Whether it is for Individual Protection Insurance (Income Protection, Critical Illness cover or Life Assurance) or Business Protection (Shareholder protection, Key Person Protection or Relevant Life Cover). I advise on the most suitable products for my clients based on their needs, objectives and available budgets.
Understanding the needs and objectives of our clients. Ensuring that they have the right product having researched the Whole of the Insurance market for their circumstances. Explaining the protection insurance market in easy terms for the clients to understand.
We put the client first in everything that we do.
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.