This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.
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'm a Financial Adviser working with Camargue Chambers LLP, a Strategic Partner of Quilter Financial Planning who are the UK's top rated financial advice firm as per the Financial Times, in 2019 and 2020. I'm also a VouchedFor Top Rated Financial Adviser, 2021.
I hold the Level 4 qualification in Financial Advice (DipFA) allowing me to provide a tailored advice service in the areas of protection, mortgages (including equity release), pensions and investments.
I work by carrying out a detailed assessment of your requirements and objectives before researching and implementing the right solution to meet your individual needs and circumstances. When it comes to implementing the right solutions, I leverage the vast amount of information made available to me by Quilter Financial Planning, to ensure only the top tier providers and products are selected for my clients.
- Level 4 Qualified Financial Adviser (DipFA)
- VouchedFor Top Rated Financial Adviser 2021
- Qualified to provide advice on mortgages and equity release (CeMAP & CeRER).
- Qualified to provide advice on long term care (CertLTCI)
As I am qualified in a number of areas, I'm able to help provide comprehensive financial advice to my clients in the areas of protection, pensions, investments and mortgages (including equity release).
Whether you are looking to protect your loved ones against the financial impacts of the worst happening, are looking at buying your first home or are wanting to put a retirement plan in place, I can help.
I always aim to provide an approachable, friendly and yet extremely professional service as I understand that we all want a financial adviser we can trust.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
While unbiased.co.uk endeavours to verify the information
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.