Whitchurch IFA Ltd
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 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 UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
Whitchurch IFA Ltd was founded to provide the highest standard of financial advice in the Cardiff area. To this end we uphold the highest standards of integrity and technical excellence whilst maintaining true independence.
We hold no allegiance to any bank, investment provider or life office and we are not part of any network or group. This means we will never choose one provider over another unless it is in the best interest of our client.
We maintain unusually high academic and professional qualifications, exceeding the FCA's qualification requirements.
Our core areas of advice are pension and investment planning, mortgage and protection planning, equity release and estate (inheritance tax) planning.
For mortgage advice we are unusual in that we charge flat fees and return all commission paid by the lender to our clients. This ensures that we can never be biased toward any lender who might offer greater commission and makes us highly competitive.
Our pension and investment planning is always bespoke and whole of market - we do not use stock portfolios as we do not believe clients should be pigeon-holed according to a number.
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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