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.
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
We are whole of market brokers who pride ourselves on the quality of advice provided and the service delivered. We work closely with mortgage lenders to be able to understand their criteria which in turn helps us to be able to find solutions for our clients to help them achieve their aspirations with their homes for them and their families.
Our clients tell us that we explain everything in a straightforward and easy to understand way, whilst at the same time getting them things that they didn't believe was possible. We also pride ourselves on understanding how and where to place business for our clients, and in some cases know the lenders criteria better than they do!
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Some buy to lets are not regulated by the Financial Conduct Authority
Crystal Clear Financial Services is a trading style of Crystal Clear FS Limited which is an appointed representative of Quilter Mortgage Planning Limited and Quilter Financial Services Limited, which are authorised and regulated by the Financial Conduct Authority.
Crystal Clear FS Limited is registered in England and Wales. Company Number: 08822193. Registered Address: Jury Farm, Ripley Lane, West Horsley, Surrey, England, KT24 6JT
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