Advisers must hold a minimum Level 4 qualification which has been approved by the Financial Conduct Authority (FCA). These qualifications provide the theoretical basis to providing advice on investments, pensions and protection. Additionally, our advisers who provide recommendations on mortgages have the appropriate qualifications for mortgages and equity release.
Advisers may also have higher level qualifications and designations, such as Chartered Financial Planner and Chartered Wealth Manager.
FAQsIf 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.