Frequently Asked Question

What kind of qualifications do your advisers have?

All advisers at uprosper are qualified to at least a minimum Level 4 standard, which is required by the Financial Conduct Authority (FCA). Every adviser also undertakes regular professional development to remain up to date on the latest products, services and changes in the financial markets.

Some of the qualifications our advisers have are:

  • Investment Advice Diploma 
  • Diploma in Regulated Financial Planning
  • Advanced Diploma in Financial Planning
  • Private Client Investment Advice and Management
  • Chartered Wealth Management
Additionally, where relevant, our advisers hold certificates in specialist areas such as mortgages, equity release etc.

FAQs

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If you still have an unanswered question or require more clarity about something, please do not hesitate to get in touch with us. We will be happy to help.