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 assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
W B Baxter Ltd were founded in 1911 as a family owned and run Insurance Brokerage as it still is today. Howard Lee, the Managing Director, is the Grandson of the Company Founder.
Baxters are successful Provincial Chartered Insurance Brokers and Independent Financial Advisers providing expert impartial advice to clients either private or corporate in respect of all aspects of Insurance and Financial Services.
Personal service is a tradition in which Baxters pride themselves, many of Baxters clients are now third and fourth generation.
Please contact us via e-mail or telephone if you want further information or you can visit our website.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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