Financial Moves
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.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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
Since 1987, Rowena has provided tailored financial and mortgage advice, specific to clients' needs. Honest, transparent, confidential and jargon-free.
I am a qualified member of The Equity Release Council, advising clients on increasing their retirement income or how to pay for Home Help/Residential Care.
My advise also enables clients to look for better lifetime fixed rates than they currently have. I have saved clients thousands of pounds over the years.
I am proud to be a long-standing female Financial Adviser in this industry.
I advise clients on the following matters:
Mortgages, remortgages and Second Charges
Buy-To-Lets & Let-To-Buys
Lifetime Mortgages and remortgages ( Equity Release )
Pension Planning and Annuity purchase
Personal and Corporate protection
Regular Savings and Lump Sum Investments
School fee and University Fee Planning
Lifetime Care
Inheritance Tax Planning
My initial meeting is for FREE
I also produce a free newsletter for my clients to keep abreast of financial matters.
I listen.
Provide a tailored service to clients on an
on-going basis using jargon-free advice to ensure full client understanding.
My unbiased, whole of market financial advice is regularly reviewed to ensure continued suitability to your needs.
I am accessible to clients and aim to fulfil my role in the most stress-free way possible: especially where mortgages, remortgages and second charges are concerned by packaging cases to speed up mortgage processing times and to pre-empt underwriting 'hurdles'.
I offer socially distanced meetings and Skype conversations to ensure that my clients receive financial advice safely.
I respect clients' time. I am tenacious, but if I can't help I will say no immediately.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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