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
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
Cranbourne Financial has been helping our clients plan and achieve their financial goals for over 25 years. Our advisers have in excess of 75 years financial planning experience; we are based in the South East and mainly look after clients in Surrey, Kent, East and West Sussex and London area. We advise on the full range of Financial Services and specialise in a number of areas, including retirement planning, investment, Inheritance Tax Planning, long-term care and equity release. Our professional and experienced advisers help our clients plan their secure financial future.
Our services can be paid for by an hourly fee or by a percentage of the assets involved. We can arrange meetings at either our offices or at your home.
Advice in the run up to, at and after retirement.
Bespoke investment advice including tax and Inheritance Tax planning.
Later life advice including long term care and releasing equity from your home.
Personal and business protection.
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.