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 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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
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.
I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right for you.
Working with 2plan also allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts working to get you the best outcome
For a conversation about your financial plans, why not get in touch today?
Retirement Planning - Helping you to plan and live your ideal retirement, perhaps retire early or enjoy a phased or flexible retirement.
Estate Planning - Helping you to reduce your Inheritance Tax liabilities, simplify things for your loved ones and protect your legacy for generations to come.
Investment Management - Helping you to build and manage an efficient investment portfolio to achieve your financial goals.
Helping you to fund a new home, refinance existing commercial funding or building a property portfolio in personal or Limited company structures
Simplifying the financial planning process to give you peace of mind
Your home may be repossessed if you do not keep up repayments on your mortgage.
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