This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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.
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
At Hanlon Kneller & Associates we specialise in independent investment advice whether for tax efficient growth or tax efficient income. We work on a fee basis which can be an hourly rate or a fixed sum which is agreed before we proceed.
We provide independent advise on investments and pensions whether for growth or income. We offer ongoing advice and monitoring of your investments. The first initial meeting is free without obligation.
Hanlon Kneller & Associates are regulated by the Financial Conduct authority and our FCA number is 454044, if you would like to reference our firm on the FCA register.
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