Balanced Financial Services
This qualification helps advisers develop and demonstrate their financial planning capabilities.
At the end of this unit, candidates should be able to demonstrate an understanding of: the supervisors role in a regulated organisation; recruitment, training, attaining competence, maintaining competence and supervising competence; management information and performance standards; Financial Services Authority rules and guidelines in respect of competence and supervision; the legal and regulatory aspects of employment and supervision.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
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, 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, mortgage products, repayment options and the giving of mortgage advice.
Balanced Financial services Ltd is a Whole of Market, Independent Mortgage & Protection Broker. You will always deal with your adviser so there is no need to repeat your situation or explain your case to multiple members of staff. All of our advisers are fully qualified and individually certified on the F.C.A Register.
We can assist you with everything from purchasing you fist home, and all the guidance and information you may need to get you started, through to complex multi-property corporate buy to let portfolios and everything in between.
Have a read through our reviews - Our previous clients will give you an idea of what to expect!
We can offer you:
Speed (In principle decision within an hour)
No pressure advice, no 'heavy sales tactics'
Assistance via ONE point of contact all the way through to completion of your mortgage.
A professional, knowledgeable, frank and honest approach.
Home visit, Zoom or telephone appointment at a time to suit you.
Flexible adviser availability - We will endeavour to be there when you need us.
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Telephone
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Online (Live chat, video, email)
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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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