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.
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 qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
We are independent financial advisers, which means our duty is solely to you – our client.
Barwells Wealth are based in Glynde, East Sussex and grew out of Barwells Solicitors, who were established in 1896.
The advice we provide is completely impartial, and we are renowned for offering excellent independent financial advice in a professional, friendly manner.
We have a team of highly qualified financial advisers whose sole aim is to provide you with the comfort of knowing that your financial future is secure as a result of working with us.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.