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 assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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
The experience we have gained helping hundreds of others through the same pensions, mortgages planning issues is something you can have trust in. Bristol & West FS are one of the leading and most respected financial advisers operating within Bristol, Gloucester, Swindon South Wales and the south west
Our highly skilled and experienced team finds effective ways to meet all your financial needs from pensions and mortgage to protection and investments. Working together we create a secure commercial future for you and your family or your business.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Bristol & West Financial Services Limited FRN: 627322 is an appointed representative of LJ Financial Planning Limited FRN: 429142 which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales company registration number 09085520. Registered office address Trym Lodge 1 Henbury Road Westbury-on-Trym Bristol BS9 3HQ
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