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 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
Family run business with over 30 years experience and we have grown from generation to generation with our clients offering whole of market advice.
Pension Savings and Investments - FPC 1, 2 & 3, DipFA
Mortgages - CMAP Bridge and DipMAP
Equity Release - CeRER
Really understand family values and the importance of building your wealth to protect your plans and family across all financial products.
If it's peace of mind you need and that feeling of "I'm so glad I have an adviser that really understand me", then you have found the right Company and adviser.
Your home may be repossessed if you do not keep up repayments on your mortgage.
With investing your capital is at risk , so remember, the value of investments can fall as well as rise so you could get back less than you invest.
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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.