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
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.
ER1 - Equity Release (CII)
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.
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
What our clients say
Tuija Takieddine - Testimonial by J.S.
I am pleased to provide the following testimonial for Tuija Takieddine in her capacity as my Financial Advisor.
I have known Tuija for approximately 10 years and during that that she has always displayed the highest levels of professionalism and integrity. I consider Tuija to be an expert in her field and someone who I can rely on for sound financial advice.
Tuija has give me advice on a variety of personal financial matters including personal mortgage, commercial mortgage and various long and short term personal investments. When giving advice, Tuija is always well informed and provides alternative options for me to consider and talk through with her.
I have enjoyed working with Tuija and have every confidence in her abilities.
Rob has been particularly helpful to us with regards to personal finances and mortgage advice. He also arranged and saw through to completion our present home mortgage.
Kevin Relph, Northampton
”Was very pleased with the work Rob did, not only as advisor but with the time and effort he put in to achieve very positive financial results. I would definitely recommend him to anyone requiring his expertise”
Kirsty Baidoo, London
Rob spends a great deal of time discussing and understanding the needs of his client, making himself available whenever needed before performing thorough research into he most appropriate financial products. Friendly and trustworthy, Rob's recommendations can be relied upon with confidence.
Stuart Magrath, Northampton
Rob quickly, efficiently and successfully found the best mortgage deal available to us (he wasn't the only IFA on the case) in a not-very straightforward case (my salary in Euros, mortgage in £). We can wholeheartedly recommend him. Martin
Martin Hannham, Birmingham
Rob took time to understand our position as expats just returned to UK and in need of a mortgage to buy a house. He provided sound advice and guidance, followed through to help the application and found a flexible package that has worked well for us.
Andy Brittain, Birmingham
I am very pleased to have met Mr Rob Fisher. I was looking for some advice and he was very reliable and considerate, giving me plenty of information and letting me feel very confident. I definitely would indicate his services. Thank you.
Tania Duff, Southampton
Rob has helped me on two occasions with buy to let mortgages and was diligent in finding the best possible deal. He proved to be both patient and incisive in assisting me, someone who was not particularly au fait with the intricacies of the BTL mortgage market.
Terry Lacey, Earls Barton, Northampton
I personally use Rob for my mortgage dealings , he is a true professional and i don't hesitate in recommending him to my clients .
Tony Evans, Tokyo
Rob's expertise, professionalism and commitment to finding the right mortgage for me were a key component in me being able to purchase my first property. As a first time buyer having someone as approachable as Rob to provide guidance throughout this process was absolutely invaluable and I would wholeheartedly recommend him to anybody requiring his services.
Harry Seal, London
Rob has been invaluable in finding me the best mortgage options in my last 2 property moves. Professional, creative and courteous and fast!
Nigel Lindner, Bedford
Rob was professional at all times, he explored the market to find us the best deal and made the application process smooth sailing and stress free. I have recommended him to family and friends due to the ease of service and expert knowledge.
Priya Mitchell, UAE
Rob made great efforts to organise a mortgage for me, and did so very successfully. He provided excellent advise and was always on hand to answer any questions I had. Rob is easy to get on with and makes a real effort to understand your requirements and find workable solutions. Highly recomended.
Piers Mohan, London
We are investment and financial Planning Advisers that can tailor a solution for your investment ( including discretionary Fund management), saving, pension, IHT planning, Mortgage or Equity Release needs. We have the backing of ValidPath ( A trusted network) and operate a Fully Independent Practise offering advice using products and solutions sourced from the whole market.
We have advisers in the Northamptonshire area, Harrogate area and London Area.
All our advisers have a minimum of 24 years experience in Financial Services.
Honesty and Integrity are the keys to our success.
We work well to tailor an individual solution for your Financial Planning needs. This can be advice on Mortgages, Savings, Investment, Inheritance Planning, pensions, Equity Release and more.
Some of our main services:
Equity release and Lifetime mortgages
Buy to let Mortgages
Ex Pat Mortgages
Full Financial Planning
Access to Discretionary Fund Management
School Fee planning
Care Home Planning
Where to find us
Head office address: Locker Lane, North Yorkshire, HG4 1SS
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.