To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Longevity is only achieved in this industry through Honesty, Integrity and Success. I have been a Financial Adviser since 1992 having previously been a Bank Manager for a major high street bank.
I offer a personal service tailored to your needs, and I am able to select products from the whole marketplace in an unbiased manner.
My particular areas of interest are pensions , Investments and all aspects of Homeowner Borrowing. I received my Diploma for Financial Advisers from the "Institute of Financial Services" which was the culmination of five years of study whilst advising. I am also a member of the Institute of Personal Advisers and hold a current Statement of Professional Standing issued by the London Institute of Banking and Finance.
My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I also advise three companies on their employee workplace pension schemes. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears.
I believe the key to being a good adviser is having a high level of technical knowledge but more importantly listening to my clients
If you are Planning your Retirement or Releasing Tax Free Equity from your Property our aim is to provide specialist Pension and Mortgage Solutions.
We offer clear, concise and impartial advice on all aspects of Retirement Planning, Equity Release and Mortgages including Remortgages. All Pensions schemes, Occupational (Company) Final Salary, Retirement Drawdown Schemes , Investments and Life Protection,
With over 26 years successfully delivering tailored financial plans we can call upon years of experience and knowledge.
We will closely monitor your progress towards your goals and provide a regular service review to ensure that you achieve your goals in life.
18 Sandringham Drive, Brinscall, Lancashire, Chorley, PR6 8SU
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