CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Being independent and able to search the entire market place for the best products, Joe is able to ensure your financial position is secure both now and in the future.
Your personal situation and requirements change over time, as will the advice he is able to provide as products, legislation and market conditions change. Joe will offer to provide you with an ongoing review service and assessment after an initial advice is provided.
This is to ensure that plans continue to align with your requirements and circumstances.
For more details, please contact Joe directly or request a call back.
Where to find us
Head office address: London Road, Guildford, Surrey, GU1 2AB
Start investing with as little as £50 and top-up with your spare change. In addition, we can easily transfer your old and existing ISA’s, pensions and general investment accounts over to our platform at no cost.
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