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.
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.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Peppermint Financial Solutions Limited is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority.
Tax and trust planning advice are not regulated by the Financial Conduct Authority.
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.