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.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
What our clients say
We have used Peppermint Financial Solutions as a family for over seven years. Paul and his team are dedicated professionals who have provided us with excellent service. Paul‘s knowledge of financial products and his ability to match these to our needs certainly makes a big difference to our family. Paul answers our questions however small and always explains in the simplest of terms rather than using financial jargon that can just confuse. We wouldn’t hesitate in recommending Paul and Peppermint Solutions.
Mrs G Olley, London
My husband and I were recommended Paul at Peppermint Financial Solutions by a friend, as we were searching for a mortgage in quite complicated circumstances. Paul visited us at home to establish exactly what we needed. He kept us up to date throughout the process and explained all points in clear terms that made it simple to understand. Our mortgage application and final completion went smoothly and in speedy time. We are very grateful for his help and consider his expertise money very well spent. We would happily recommend Paul and will be using him for other financial advice in the future.
Byrony Moger, Surrey
Paul has been a trusted advisor throughout many of my life stages and the contingency planning that follows. First home, moving house, marriage, divorce!, starting a family, re-marriage! and of course, retirement planning. But equally important, Paul is a really decent person…apart from his choice of football team!
Mr J Mainwaring, Surrey
Paul has advised me for nearly some twenty years and provided much appreciated advice and financial knowledge which has helped me enormously.
Mark Osborne, Tiletec Contracts
Peppermint have always made dealing with the financial aspects of our purchases swift and easy. The details are laid out clearly, Paul always has time to talk to us and we are confident that he knows our affairs and surveys the market comprehensively to find the most attractive deal for us. We have recommended Peppermint to friends and family, will continue to do so and to use them ourselves.
Helen TD, Surrey
Alloy’s association with Peppermint has been in place for the past 15 years. Over this time Peppermint has kept Alloy pension compliant with the changing regulations and has also provided comprehensive financial provision and advice for keyman, life assurance and critical illness to suit our business needs and those of our employees.
Peppermint responds to queries and requests in a timely manner. As a relatively small employee owned company, Peppermint gives us confidence that the advice we receive is independent and rates obtained for the various financial products are competitive.
We look forward to working with Peppermint over the next 15 years.
Mrs I Desbarats, Surrey
I have used Paul Thorpe and Peppermint Financial Solutions for me and my family’s financial planning for over 6 years now, this was initially for pension advice and then expanded into advice on ISAs, personal Insurance matters, personal mortgages and buy to let mortgages. The service is professional yet personal identifying me and my family’s needs and in getting the best product or return for our money. I particularly appreciate the proactive suggestions that he offers to ensure that we keep abreast of changes in the market enabling me to focus on my business. Peppermint gives me the comfort of knowing that I am putting my hard earned money in the right places and continues to meet my needs in seeking to strike a balance between product set up and management costs against the particular product benefits in each case. Thank you Peppermint.
Will Hewitt, Effingham, Surrey
At Peppermint we offer independent, expert advice to individuals, families, and small businesses across a range of financial needs.
Our focus is on listening to our clients and building a trusted relationship. We ensure that your needs are met by first understanding your aspirations and then working with you to fulfil them.
Peppermint was started in 2002 to provide a fresh approach to financial planning. The aim then is still the same today: to provide superior service to a core set of clients.
Whether you’re looking to buy a new home, plan your retirement or have assets to invest, we are here to help you plan successfully – for now and the future.
We offer support to small businesses related to shareholder protection, pension schemes, and key person cover. We will work with you to understand your business goals and plan appropriately to help put you in the best position to achieve the business outcomes you require.
As an independent financial advisor, we are not biased in our advice. We can offer the best solutions across the marketplace.
Our advice is tailored to each individual circumstance and is based on decades of experience in financial planning. The first step is to listen to you and then give you direct access to our expertise.
Whatever stage of your financial journey you are on, we will work alongside you to make sure each step forward is the right one for you.
Appointing a financial advisor is an important decision and we want you to feel confident about your choice. Our first meeting is a no-obligation, complimentary session. We look forward to talking with you.
Where to find us
Head office address: First Floor, 111 Queens Road, Weybridge, Surrey, KT13 9UN
Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference.
We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.
Adsen Moore advises clients on their UK pensions, international pension plans and investments. Our boutique collection of adaptable investment solutions means that your investments will be tailored to you.
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