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.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
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.
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
Independent Financial Adviser having worked in Financial Services since 1999. Company founded in 2016 working along side our sister company Five star mortgages ltd.
Offices in Peterborough, Corby and providing advice via a home visit.
Our group consists of eight advisers covering all areas of financial planning from mortgages for first time buyers to more complex areas such as occupational pension transfer advice and estate planning.
We have a team of three administrators providing support to our advisers. This enables advisers to spend more time with clients ensuring a high level of service and advice every time.
We are regulated by a national organisation New Leaf Distribution who supervise over two hundred advisers. New Leaf Distribution audit all pension and investment cases helping us demonstrate a consistently high standard of advice to our clients and the FCA.
We welcome your enquiry and look forward to working with you over a period of many years to come.
We explain complex financial matters in a way our clients can understand.
We treat each case as individual and build a bespoke recommendation to each individual.
We are approachable and happy to spend time helping you understand us and the service we provide before you instruct us formally.
We work well with other third parties so we can work in tandem with your solicitor, trustees or accountant to produce solutions that are in your best interest.
In most cases our service is an ongoing relationship with regular reviews to ensure the solutions recommended continue to work in your best Interest.
Business Center, 26 Priestgate, Peterborough, Cambridgeshire, PE1 1WG
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