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.
Cardinal Financial Planning & Wealth Management is family run firm providing holistic advice throughout all stages of life.
Understanding You
We will gather information from you about you and any plans you already have in place.
Planning
We'll explore and research various scenarios to make the best use of your existing plans.
Implementation
Like most of our clients, you will probably prefer Cardinal Financial Planning & Wealth Management to do the necessary work to put your plan into action.
Review
Nothing stands still, so it makes sense to review your plans regularly.
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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.
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