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.
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
Wealth Advisers based in Kent giving advice on Final Salary (DB) Pension Transfers and Investments Portfolios, Inheritance Tax Planning along with providing clients with Equity Release and Mortgage advice.
Transferring out of a final salary pension is unlikely to be in the best interests of most people
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Provide pension transfer advice including final salary pension transfers. Managing funds for our clients and providing equity release mortgage advice for retired clients.
Face to Face meetings or Telephone.
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.