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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Plan Money Ltd was founded to provide an environment where individuals or companies can receive unbiased holistic advice. The team of advisers has considerable experience in the financial services and banking industries. We work on a fee or commission basis.
My area's of expertise is in later life planning. Meaning anyone from age 55 upwards that needs assistance with pre, post and at retirement planning. I also specialise in funding for care and equity release.
In regards to mortgages (not equity release mortgages) then I will refer my clients to my in house colleague Penny Hurrell.
I am also a pension specialist, but final salary pension transfers is something Plan Money no longer give advice on.
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