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
We pride ourselves on being independent and offer unbiased advice on a wide range of financial products. We have an extensive knowledge of the financial markets allowing us to provide trusted and professional service to all our clients. We have over 17 years experience in financial services. We provide advice to private individuals, commercial and business clients. We specialise in pension and investment advice.
We treat all our clients as individuals and take time to understand their circumstances, priorities and financial goals. We provide bespoke advice best suited to their circumstances at a competitive and affordable cost.
Whateley Wealth Management, 3 Parsonage Drive, Cofton Hackett, West Midlands, Birmingham, B45 8AS
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