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.
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
Hi there. Thanks for looking at my profile. My name is Tony and I have been in financial services for nearly 25 years. In the past I have also worked in various technical roles, including compliance and pension review.
I work, although not exclusively, around the Cannock, South Staffs and North Birmingham area.
Many of my existing clients have been with me for between 10 and 20 years. I am now doing work for the children of some of these clients ….which is a little strange at times.
I also work with the clients of professional connections such as accountants.
Please call me for a chat on <phone number hidden> if you would like to talk to me in person or email <email address hidden>
Please read some of my testimonies and contact me when you are ready.
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