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.
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
I have been advising and running my own business for over 14 years, and have always been passionate about delivering advice in a clear and simple manner.
Not only can financial planning help you protect and build your assets, it can assist you in making the most of your investments and in securing your and your family’s long-term future.
Most of my time is spent advising clients on their pensions and retirement plans, along with their long term investment plans.
I also work with small and medium sized businesses and cover a wide range of insurance products too.
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