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 regulatory and practical implications of the Treating Customers Fairly initiative.
The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management
We warn you now ,we don’t have corporate suits ( we tried it in the 90’s and it's just not us ) but that doesn’t impact on the quality of advice you receive or our attention to detail.
We promise to treat you as an individual , talk you through the process from start to finish and ensure you receive excellent service every step of the way .We specialise in all things Mortgage and Equity Release.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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