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.
We lead complex lives in an increasingly complex world. As a Financial Adviser, my role is to understand your financial challenges, goals and needs, and help you find appropriate ways to meet them. Even a seemingly straight forward financial goal can involve numerous decisions and a lot of time and effort getting it right.
Whatever your particular need – be it income, family, mortgage or business protection – we can access high quality products from a range of handpicked providers.
The onus on creating a comfortable retirement is falling increasingly on the individual, and the new pension regulations, whilst bringing welcome freedoms, introduce additional complexity to your at-retirement choices.
As well as your pension, you may have opportunities to invest lump sums – such as an inheritance or bonus – but are unsure about which strategy is best.
Passing our hard-earned wealth to loved ones often forms a big part of our ambitions. We can help you put the right structures in place.
Whether you are looking to buy your first home, remortgage your current property or build a buy to let portfolio, we can help.
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.