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
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
Whiter Financial Ltd. is an established financial services company based in London and the South East since 2004 with clients across the UK.
At Whiter Financial, our team offers a range of wealth management services, including investments, pensions, mortgages and insurances.
As a firm that upholds Christian morals in our work, we aim to build long-term relationships with clients and support you at every stage of your financial life. This means we always strive to give advice that is the best for you, meets your individual situation.
As a financial intermediary, we have access to a range of products that may not be available on the high street. We provide a personal and friendly service and take time with our clients to deliver excellent customer care with your needs and goals at the heart of what we do.
Please get in touch if you would like to have a discussion about your options.
At Whiter Financial we provide comprehensive financial planning in the following areas:
• Pensions and annuities
• ISAs and investments
• Ethical investments
• Cashflow modelling
• Life cover and ill health insurance
• Estate and inheritance tax planning
• Tax advice
We are here to support you, whatever your financial need.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.