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, 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
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
At Your Complete Wealth, we provide holistic advice on all aspects of your financial planning needs, including pensions, investments, estate and succession planning.
By understanding your needs, goals and objectives, we can plan and implement a solution tailored to you. We will then regularly review that plan to ensure that it remains in line with your objectives, changing circumstances, taxation and legislation changes.
We will only offer the most suitable, tax efficient products, jargon free and for every stage of your financial life.
Please note, the value of pensions and investments can fall as well as rise. You may get back less than you invested. Tax treatment, reliefs and allowances depend on individual circumstances and are subject to change.
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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.