Varsity Finance Ltd

Independent Financial Adviser  CB1 Business Centre, Cambridge, Cambridgeshire, CB1 2JD
First meeting at adviser's own cost
We pride ourselves on making sure all our clients receive the best in customer care and service throughout the process.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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EEA
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
MR Craig Gilks

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.

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 assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

MRS Simone Gilks

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 allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

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 general insurance environment, its products and the manner in which the industry is regulated.

This qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative.

About us

We are a truly independent whole of market financial services company that offers bespoke financial solutions covering all aspects of financial planning.

Our specialist advisers have full technical knowledge to assist our clients to reach their financial goals and aspirations from whether they are just staring their journey through to retirement and beyond.

Our services

Over time we have built a system that ensures our clients journey is fluent and understandable throughout the whole process which gives them confidence that their end goal is achieved.

Where to find us
Head office address: CB1 Business Centre, 20 Station Road, Cambridge, Cambridgeshire, CB1 2JD
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£500,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021

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