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.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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 financial services industry, including regulation, legislation and the Code of Ethics.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
David Lewis has over 7 years' of financial services experience providing face to face bespoke financial advice. David Lewis Mortgage Management was created in order to specialise in the provision of mortgage and protection advice - an important area of advice for many people.
We can cater for all situations - first time buyers, remortgages, home movers, buy to let, lending into retirement, poor credit or self-employed borrowers and a full suite of protection and insurance options.
As we specialise in mortgages and protection we are able to source the correct products regardless of our clients situation. We can cater for simple purchases through to more complex personal situations and even redevelopments.
Your property may be repossessed if you do not keep up repayments on your mortgage.
The FCA does not regulate some forms of Buy-to-Let mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.
David Lewis Mortgage Management is a trading name of David Lewis. David Lewis is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Conduct Authority.
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