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 UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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.
With access to thousands of mortgage schemes, my service is all about which one is right for you.
Confidential consultations are available by phone, SKYPE, at my Office in Stewarton or even in the comfort of your own home.
I am a highly qualified, experienced and unrestricted mortgage adviser, offering outstanding service levels, never taking clients for granted.
A member of professional industry bodies including the Society of Mortgage Professionals, The Personal Finance Society, and The Chartered Insurance Institute; I am passionate about maintaining the highest of industry standards and ethics.
I believe in building the best possible long-term relationships with my clients, founded on my core values: excellence of service and integrity.
Professionalism, coupled with a personal, tailored service and a friendly approach help people understand they are in safe hands with me.
Contact me now for Expert Advice
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