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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
We are unrestricted in the investment firms, lenders and insurers we consider. This means we are able to choose the most cost efficient channel to submit your application leading to the potential of improved returns and peace of mind. With over 20 years financial planning experience searching for the most appropriate solution, we'll take in to account your investment experience to date, your capacity for loss/ short term concerns and plans for the future as well as your preferences for ethical/ socially responsible investment considerations. We are directly authorised by The Financial Conduct Authority.
We'll look at your whole financial picture before making a recommendation accounting for your short, medium and long term goals - considering potential tax consequences and allowances; your liabilities and overall appetite for risk...
Your home may be repossessed if you do not keep up repayments on your mortgage.
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provided as thoroughly as possible,
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.