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.
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
Prosser Knowles Associates Limited is a leading independent financial planning and wealth management company, with satisfied clients across the UK.
Founded in 1987, the company provides independent financial advice and support to private individuals, trustees and businesses from its offices located in Cheltenham, Worcester and Kidderminster. Our clients, whilst based around the UK, are in the main based in and around Gloucestershire, the Cotswolds, Worcestershire and the Midlands.
Your circumstances and situation will be taken into account when I consider my recommendations.
Whether you are looking to save for your children, protect your family, or plan for a retirement spent in the sun, I'm sure I will be able to help you.
Unit 69, Hartlebury Trading Estate, Hartlebury, Kidderminster, Kidderminster, DY10 4JB
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