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.
Bricks and Mortgages has been trading since 2018 with personal that have been in the sector since 2004.
During this time we have always focused on education, both within and for clients alike.
Specifically for Equity Release, the landscape has change drastically. Regulation has been applied and becomes more customer centric every year and product evolution has meant that there are flexibilities now that simply were not there even 10 years ago.
It is out responsibility to ensure that all clients understand what Equity Release is, what it means and if it is actually appropriate for your circumstances.
We do this because it is the correct approach and helps foster a meaningful relationship.
Equity Release / Lifetime Mortgages
Buy to Let Mortgages (personal name or Limited Company)
Lasting Power of Attorney ('property and financial affairs' & 'health and welfare')
While unbiased.co.uk endeavours to verify the information
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.