This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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
Everyone deserves financial security and the peace of mind that brings, which is why we navigate you through the complex financial landscape to help you to understand and achieve your lifetime goals.
Your journey to a secure financial future is deeply personal - it needs to be unbiased, bespoke and balanced to your exact needs - and we'll be here for generations, helping as your needs change and continually developing how we serve you - going the extra mile.
We treat all our clients as individuals and take time to understand your circumstances, priorities and financial goals. We provide bespoke advice best suited to your circumstances at a competitive and affordable cost.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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provided as thoroughly as possible,
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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.