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
Our key goal is to make financial advice easy and understandable for our clients.
We are a Family run business and we recognise that success comes from providing a high-quality and client-focused service. We utilise the latest technology and can deliver intelligent investment solutions with no lower wealth limits or exit penalties.
All of our advisers are highly qualified and experienced and we work with Quilter Financial Planning who are ranked as the Number 1 Financial Advice Network.
We provide expert Mortgage advice with access to the whole of the market, as well as Financial protection advice working with a select panel of specialist insurers.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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