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.
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 UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
Greenshoots Financial are an established and well respected team of specialists providing bespoke, independent and unbiased advice to individuals, families and businesses in Falkirk, Stirling, Linlithgow and the wider Forth Valley region.
As a Whole of Market firm, we assist first time buyers, home movers and homeowners with advice on Mortgages, Re-Mortgages, Product Transfers, Further Advances, Second Charge Borrowing, Equity Release, Buy to Let and Let to Buy.
We also provide advice around Life Cover, Critical Illness Insurance, Income Protection and Buildings and Contents Insurance. We support Business owners with advice on Partnership/Shareholder Protection, Key Person Cover, Business/Director Loan Insurance, Relevant Life Plans and Private Health Care.
Later Life Planning is also part of our remit and we can offer guidance on Wills, Trusts, Powers of Attorney, Long Term Care and Inheritance Tax Planning.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Greenshoots Financial are authorised and regulated by the Financial Conduct Authority under registration number 772313.
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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.