This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.
This unit concentrates on products, services and legislation that inform the financial planning and advice process.
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
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
Our ethos and every stage of our service is tailored towards providing what our clients want and need to achieve financial success. We listen, we understand and we research before we provide solutions to help you meet your financial objectives and aspirations.
Personalised and tailored advice to each client.
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provided as thoroughly as possible,
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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.