This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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 assesses a knowledge, understanding and application of the different types of long-term care insurance.
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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 assesses a knowledge, understanding and application of the different types of long-term care insurance.
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
With close to 50 years of experience between them, our Financial Advisers have the knowledge and experience to make your financial and lifestyle goals a reality. We pride ourselves on providing a professional and personal service which promotes peace of mind.
Our goal is simple: to grow, manage and protect our clients’ assets.
Over the years, we have developed specific expertise in helping people who fall under one or more of the following categories:
• People planning for retirement: We guide you every step of the way to designing and implementing a retirement strategy that allows you to achieve the lifestyle you want.
• People with wealth: Whether you are a high earner or have received an inheritance, we will show you how to sustainably use, invest and enjoy your wealth.
• Business owners: We specialise in providing the owners of small to medium enterprises with comprehensive solutions that take into account both their personal and business goals.
• Professionals: We work closely with professionals such as accountants and solicitors to offer a truly integrated service to both our clients and yours.
Our commitment to providing bespoke advice, delivered by experienced and highly-qualified professionals, sets us apart from the rest.
• We are Independent: We can recommend solutions from the whole market. You can always be certain that we have your best interests at heart.
• We are Chartered Advisers: Our Financial Advisers, Paul Eason and Bryony Evans, are Chartered Associates of the London Institute of Banking and Finance.
• We work with people across the UK: From our base in Market Harborough, we are perfectly situated to advise local people as well as those who live across the Midlands and London.
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