Independent Financial Adviser
12 Royal Road, Kent, DA14 4RQ
First meeting at adviser's own cost
At Albany Finance we are always happy to speak to you with regards to your needs. We are a whole of market company and are truly Independent, and strive to get the best for our clients. We can meet you in your home or workplace at a time that suits or with some areas of advice we can work for you via phone and internet. we look forward to working with you.
CeRER - Certificate in Regulated Equity Release (LIBF)
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
Cant thank you enough for your thoughtful approach to a difficult decision for me. Your knowledge and experience are obvious and your ability to fit everything in at my convenience has helped tremendously. Thanks again. Mel Jackson.
I would highly recommend Rick at Albany Finance. He has been absolutely fantastic with helping my husband and I apply for a mortgage. After speaking to a couple of other brokers Rick was by far the best and made the whole experience very personal and treated us as people, not just another figure or target to hit. He went above and beyond what anybody else has and I will certainly be using his services in the future!
Many thanks & speak soon
Very professional, friendly and efficient. I will recommend at any time to anyone
David Oguntoye, Maidstone
We are fully independent financial advisers who will take a whole view of your current situation and also future plans. With experience over a range of advice areas, and a team that has a wealth of knowledge, we always strive to get you the best solutions.
We will work with you and for you and and are always happy to help.
We are here for you in your Later Life planing, whether it be Pensions, Wealth Management, or Equity Release, and at the Start of your Financial journey, with Mortgage, Protection, Commercial and Wealth Building Advice.
Where to find us
Head office address: 12 Royal Road, Kent, DA14 4RQ
Albany Finance is an appointed representative of New Leaf Distribution Ltd.
which is authorised and regulated by the Financial Conduct Authority Number 460421.
Registered Address: Princess Caroline House, 1 High Street, 1st Floor, Southend on Sea SS1 1JE
I provide impartial financial advice in an easily understandable way. I have a can-do attitude with attention for detail whilst focusing on the bigger picture. This allows clients to achieve their objectives whilst feeling part of the process themselves.
Adviser Firm of the Year - London 2020, Professional Adviser Awards. FT Adviser; Ranked Top 25 Nationally. Providing clients with financial certainty using jargon free language & clear & unbiased advice.
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