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.
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
We are a well established and highly regarded local company.
We have a dedicated team of advisers , compliance manager and clerical staff.
We all take great pride in treating clients fairly and in a friendly manner.
We specialise in all aspects of Pension and Retirement Planning as well as Investments and life insurance.
We always offer a free initial consultation without any obligation at a time and place to suit you.
We work predominantly form 'word of mouth' referrals from hundreds of satisfied clients.
'Our philosophy is simple, treat a client as you would want to be treated yourself !'
This has never let us down.
We listen to you and what your needs are. We offer down to earth, plain speaking, quality advice. No jargon, just the facts !
A prompt, friendly and efficient service is assured.
We are experts in all aspects of Pension and Retirement planning as well as tax efficient Investments.
We make the complicated simple and easy to understand. If you are happy, then we have done our job.
Appointments available at a time and place to suit you.
Free no obligation initial reviews.
Quality after care service to ensure that your plans stay on course.
Dovebush Way,, Barugh Green,, Barnsley,, S75 1QE
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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.