Southcote Financial Limited
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 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 assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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
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.
We are a local financial advice company based on the historic Kings Norton Green in the West Midlands. We have over 14 years of experience providing quality advice to help our clients achieve their goals. Our aim is to provide effective and ongoing advice to our clients to help them realise their goals
We specialise in our clients, as every client is different. We treat you as an individual and assist you in trying to achieve your goals at whatever life stage.
No matter the employment type
- Company owner
- Contractor
- Employed
- Self Employed
We can help with mortgages, pensions, investments, equity release, protection, Long term care planning, insurances and corporate financial planning.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Commercial and overseas mortgages are on a referral basis.
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