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
I offer a four stage bespoke advice service from an initial consultation, advice, implementation, and perhaps more importantly, I believe that providing an ongoing service helps to keep clients' long term goals on track. We have slick technology systems for our research and the backing of one of the UK's leading IFA firms, 2plan wealth management. I also am aware that the financial world is a complicated place with confusing terminology and I can help my clients by removing the jargon and explaining things simply and clearly.
I am an independent financial adviser for 2plan wealth management Ltd, providing advice for clients in their own home on savings and investments, pensions, Inheritance Tax Planning (IHT) and protection. As I am experienced in a range of financial areas, I am able to provide a complete and personal solution to my clients' financial matters.
I provide an initial consultation at my cost and work on a fee basis for savings, investments and pensions and a fee or commission basis for protection. I am based in Rowlands Castle and have enjoyed advising clients for over 20 years.
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