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 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
Haverfords are Peterborough based financial planners and mortgage advisers. We believe in ethical approach to finance and reasonable fees. We treat each client with friendly manner and offer professional, tailored and approachable service. You will never be charged for initial appointment .
Financial Planning Service encompassing: Pensions, Investments, Cash Flow and Retirement Planning for individuals, mortgages, Buy to Let mortgages, lifetime mortgages and protection.
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