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 mortgage, protection, pension and investment advice, specific to clients' needs. Honest, transparent, confidential and jargon-free.
I am a qualified member of The Equity Release Council, advising clients on how to increase their retirement income, pay for Home Help/Residential Care, or to financially help out their loved ones.
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 purchases
Personal and Corporate protection
Regular savings and lump sum investments
School and University fee planning
Lifetime care
Inheritance tax and Capital Gains tax planning
My initial meeting is for FREE
I also produce a free newsletter for my clients to keep abreast of financial matters which is available on LinkedIn.
I listen.
Provide a tailored service to clients on an
on-going basis using jargon-free advice to try and 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 thoroughly 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. By doing this clients have to face discussions with a real IFA in a safe environment. Thereby ensuring that they are not talking to a scammer.
I respect clients' time. I am tenacious, but if I can't help I will say no immediately.
Feel free to visit The Financial Moves website:
<url hidden> to find out more about me.
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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.
A free client portal provides you with the following services when liaising with myself:
- Free encryption messaging service enabling you to communicate safely with me. This enables you to send me confidential personal information and documents whilst removing the worry of your data falling into the wrong hands..
- A free client portal where with your chosen password access you can see my advice and your personal documents stored in a virtual library.
- You can also see and update your financial fact find that we created together.
All our discussions and advice given by me will be recorded in writing for transparency and to try and ensure full client understanding.
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