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.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
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
Invest Southwest is a full authorised and regulated Independent financial advisers. We offer the facility of home visits for your convenience or a meeting at one of our offices locations in Taunton, Weston Super mare, or Bristol.
Invest Southwest is committed to being:-
• Fully qualified and having experienced advisers.
• Local and totally independent.
• Will always recommend the best financial package available on the market.
• We advise, not sell. If the best advice is to “do nothing”, that is what we will advise!
At Invest Southwest our ethos means will receive an highly educated, professional and friendly service to meet your financial needs. We pride ourselves on service, integrity and being completely Independent.
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.