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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
Having been in the Financial Services Industry for 25 years, Bill is diploma qualified and specialises in retirement planning, investment and protection advice. Bill is happy to meet clients in the comfort of their home, or at their workplace if preferred.
Alexander House has been built on traditional values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom and we will do this with passion and determination. We will constantly look to the future, so we can help you successfully negotiate yours. You will be offered the choice between a traditional face-to-face meeting or a 'virtual' Skype meeting at a time convenient to you and you will be kept updated of progress throughout the advice process. Let Alexander House be your innovative financial adviser.
Whether you are a saver, an investor, a protector or a borrower, we have specialists who can help guide you clearly and succinctly towards making smarter choices. We will tell you what we are going to do, when we are going to do it and how much it will cost and, to prove it, we will audio record our interactions with you. We will always be open and honest about our advice and will always tell you the pros and cons and costs of all of our recommendations.
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