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, GU5 0AZ
Now back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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To check that an adviser is regulated, you can contact the relevant regulatory or professional body.