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 enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Greycoat Financial Services was established in 1995 by Kevin Brown to offer a range of financial solutions to UK based clients. After a period of steady growth Michael Hunt joined the team in 2001. As a result of his various roles within the profession including his role as a Manager for one of the UK’s leading accountancy firms, Michael brought with him a broad range of knowledge and experience from across the financial planning spectrum.
Greycoat Financial Services offers an extensive range of services. Driven by the Partners the business continues to serve the needs of their clients and, to ensure a sustainable future for all, the business continues to maintain a strong financial position.
Impartiality and priority to client’s interests is the true focus of the business and clients have the option to pay for the firms services by a fee, by commission or a combination of both.
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