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.
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
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Scottsdale MoneyWISE is a company of financial and mortgage advisers who provide straightforward advice to companies and individuals.
It provides excellent value for money, without compromising on the quality of the financial advice delivered. The Integrity and professionalism of those within Scottsdale has always been at the heart of its success and will never be undermined.
Scottsdale MoneyWISE has a first-class track record for delivering bespoke services. As a trusted source of financial advice, the integrity and professionalism of those within this company have always been at the heart of its popularity and success.
As an individual you can call us for help with: retirement planning, pension consolidation, ‘at retirement’ advice, personal protection, tax planning, savings and investments, mortgaging/remortgaging, purchasing a buy-to-let home or commercial property and equity release.
If you are a company director we can help you with: company pensions including auto-enrolment, employee benefits, key man insurance and shareholder protection.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Transferring out of a Final Salary Pension Scheme is unlikely to be in the best interests of most people.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Commercial mortgages - service is available by referral only.
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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.