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 qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
We offer straightforward, no nonsense financial planning and wealth management.
Approachable and down to earth we see no conversation, plan, product or service as too big or too small. We want to work with you to achieve your goals throughout your whole lifetime (and even after!)
We will help you to make sense of your current financial situation, understand what’s really important for the future, see how your short term decisions could play out in the long term and create as many ‘what if’ scenarios as we need to, to ensure that you can confidently be in control of your financial future.
Whether you are an individual, couple, family or business owner starting out in life or you are in the middle of your life cycle, perhaps approaching retirement or are more mature and considering the future, how it looks and how to pass down wealth. We want to work with you to offer lifestyle financial planning geared towards achieving your life or business goals and providing you with freedom, security and peace of mind for now and for the future.
We offer full service independent financial planning meaning we are qualified and experienced in all areas of financial advice and planning and will find the most appropriate solutions after fully researching the whole of the relevant market.
This means that we will do what's right for you now and what is right for your future and as life and goals change we can still continue to serve you. You won't need to go elsewhere.
Our expertise include the following:-
- Financial Planning
- Wealth Management
- Residential Mortgages
- Buy to Let Mortgages
- Life Insurance
- Health Insurance
- General Insurance
- Retirement Planning
- Pension Advice
- Investment Advice
- Arrangement of investment portfolios
- Advice and arrangement on childrens investments
- Equity Release
- Later Life Mortgages
- Later Life Planning
- Long Term Care Planning
- Inheritance Tax Planning
- Estate Planning
- Tax Planning
- Business Financial Planning
- Key Person Cover
Your home may be repossessed if you do not keep up repayments on your mortgage.
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