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
This qualification assesses a knowledge and understanding of the commercial and regulatory environment, products, services and legislation that inform the mortgage advice process.
We provide specialist financial advice in all areas of Financial Planning, this could range from utlising your ISA allowance for the year, helping you to fund future school fees or giving you advice in a complex area such as inheritance tax planning.
We can help you with your retirement planning, whether you are building your pension savings for retirement or if you're ready to retire and looking to draw funds from a pension. We can help you do this in the most tax efficient way.
We pride ourselves in really getting to know our clients and making sure we understand what is important to them both now and in the future and work with you to build a suitable financial plan around your important financial goals.
Any meetings or reviews we have are led by you and your agenda to make sure we understand your goals, dreams and aspirations going forward.
Areas of advice include:-
Savings and investments
Inheritance Tax Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
Investments can go down as well as up, you may not get back the original amount invested. Pensions are a long term investment. Pension legislation can and may change in the future.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
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.