Aqua Wealth Management Limited

Mortgage Adviser 156A Sandridge Road, Hertfordshire, St. Albans, AL1 4AP

First meeting at adviser's own cost

Response rating

9.3/10

17th June 2019

Over 18 years experience in the mortgage business, first time buyers, remortgage, Buy to Let, Equity Release and much more.

We can advise you on

Buy to let
Equity release
First time buyers
Flexible
High loan to value
Home reversion
Remortgage
Residential
Right to buy
Self build
Self employed

Make an enquiry Request a call back 01727 294985 Recommend to a friend

Meet our advisers

Theo Saidis

Mortgage Adviser

Qualifications & Accreditations Hide qualifications

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

Regulated Diploma in Financial Planning

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

ER1 - Equity Release (CII)

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.

CF6 - Certificate in Mortgage Advice (CII)

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.

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Tania Greenfield

Fiancial Adviser

Qualifications & Accreditations Hide qualifications

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

CF6 - Certificate in Mortgage Advice (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Dominic Basilea

Financial Adviser

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

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

CeRER - Certificate in Regulated Equity Release (LIBF)

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.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

Adv CeMAP - Advanced Certificate in Mortgage Advice and Practice (LIBF)

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.

Matthew Carnall

Mortgage Adviser

Qualifications & Accreditations Hide qualifications

ER1 - Equity Release (CII)

CF6 - Certificate in Mortgage Advice (CII)

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.

Where to find us

156A Sandridge Road, Hertfordshire, St. Albans, AL1 4AP

Make an enquiry

About us

We are a local business focusing on the financial goals of our clients, to meet their needs in an ever changing environment. We have no restrictions on the type of clients and we look to give a clear and transparent outlook to everyone’s financial circumstances.
We provide the first consultation to determine the client’s needs at our expense and we look to create a relationship that will lead to have a client for life.
We build our reputation and business on recommendations, so we deliver the most highly professional services that our clients deserve.

Our services

We are experts with first time buyers, remortgages, buy to lets and Lifetime mortgages (Equity Release)

Compliance

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

Make an enquiry Request a call back 01727 294985 Recommend to a friend

We can advise you on

Buy to let
Equity release
First time buyers
Flexible
High loan to value
Home reversion
Remortgage
Residential
Right to buy
Self build
Self employed

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free mortgage review Select

Preferred clients

Minimum mortgage value

£125,000

Make an enquiry Request a call back 01727 294985 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01727 294985 Recommend to a friend

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