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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
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 the commercial and regulatory environment, products, services and legislation that inform the mortgage advice process.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Bristol Independent Financial Advisers (IFA’s) and Mortgage Advisers Elite Financial Consulting Ltd, provide personal and commercial independent financial advice on all aspects of your financial planning.
We are honoured to have been awarded as one of the Countries Top 25 Financial Planning Companies in 2016 and again in 2018. This is a great achievement and is recognition of our commitment to client service, satisfaction and quality of advice. We listen to our clients needs and provide affordable solutions, with careful planning and we help you throughout the whole process, to allow you to get on with your day.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.