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.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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
Money In Person provide financial advice on mortgages, life and health insurances and home equity release plans. Whether it's a matter of buying a new house, protecting your family against the unexpected, or releasing the value tied up in your home we provide tailor-made solutions to meet your needs. Money in Person is an offshoot of specialist Chartered Financial Planners, Medics Financial Services Ltd who were established in 1983. Our remit is to offer to local people the same level of expertise and personal service to that Medics Financial Services Ltd has been proud to provide to its Medical Professional clients for many years. Many of our current clients have been with us right from the outset. Our business has developed as the financial landscape has changed and financial advice has become a profession requiring high levels of technical skill and knowledge. We continue to believe that our clients value not just our skills and expertise but also a friendly, client-oriented service.
We provide a client-oriented and individually tailored approach to insurance and mortgage advice. We have worked hard to attain high standards of professional skills and knowledge to ensure our clients receive advice of the highest quality.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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for the business you are transacting.
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