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 principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
If, like many UK adults you find financial matters hard to understand and don’t have the time, knowledge or the experience to do his yourself, then I may be able to help.
If you want an award winning, trustworthy financial adviser who can work with you to reach your financial goals then read the next couple of lines to see whether I can help.
If you need advice on anything from planning for buying your first home, investment property for retirement income or release of money from your home to support your retirement, then I can certainly help.
I am an independent financial adviser and I’ve helped hundreds of people like you reach their financial goals, big and small. This includes first time buyers, new mums and dads and pensioners looking to enjoy their retirement.
I help clients grow with good advise, to then make great educated decisions.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.