Mat White Financial Services
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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We provide full holistic financial planning: arranging clients' financial affairs and helping them to achieve their aspirations and goals -
- Retirement planning & existing pension reviews
- Life, critical illness, sickness and unemployment cover
- Mortgages & Re-mortgages
- Secured and Unsecured lending
- Bridging Finance
- Investments
- Buildings & contents insurance
- Commercial insurance
- Estate planning & will writing
- Auto Enrolment
Our offices are situated opposite Ashfields Primary Health Care centre in the market town of Sandbach in South Cheshire.
We also make home visits dependent upon client requirements.
We provide a tailor made service to our clients.
We specialize in retirement planning and look after our clients pre and post retirement. We have a number of clients who we have helped through the complexities of pension freedoms and flexi access drawdown.
We treat each client individually and make every effort to meet their financial needs.
We provide unique solutions rather than a 'one size fits all' approach.
We are very good at finding unusual mortgages for people who do not necessarily tick all of the usual boxes, eg complex incomes, self employed to name a few.
We help a lot of clients with pension freedoms and businesses with auto enrolment needs.
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
Similar advisers near you
Legal information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.