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 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 assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
So many people now are making that bold decision to work for themselves, either on a self employed basis, as a contractor or freelancer or run their own business. Whether you are just making that decision to take this leap or have done so successfully for many years; those that have chosen this path will know it rarely gives you an opportunity to plan your own finances or business finances, particularly when it comes to tax efficiencies, your family financial needs or giving some thought to when you may no longer wish to work so hard and eventually retire in the future.
Our primary focus here is to support you with this aspect, whatever you may need financially and help you remain as successful as you can be. I'll do the planning and provides the prompts for you so you can focus on everything else.
We offer a national service providing advice over the phone or via video conferencing. Our meetings are designed to be shorter and more focussed.
We've embraced technology where possible to be as paperless as anything can be these days.
We've also developed our pricing plan for advice fees to enable us to be able to cost effectively provide advice to anyone who needs it.
The value of pensions and investments (and the income they produce) can fall as well as rise. You may get back less than you invested.
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.