Hallmark Financial Services Limited

Independent mortgage adviser The Croft, Broxbourne, Hertfordshire, EN10 6JY

First meeting at adviser's own cost

Response rating

7.0 /10

14th October 2019

We are experienced independent and friendly mortgage & insurance advisers ready to take your call.

We can advise you on

Bad credit
Building your home
Buy to let
Buying commercial property
Buying first home
Equity release
Flexible mortgages
High loan to value
Next home / Remortgaging
Right to buy
Self-employed mortgages

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Meet our advisers

Matthew Chipperfield BA (Hons) Chartered Financial Planner

Director

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Chartered Financial Planner (CII)

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.

ER1 - Equity Release (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations

Where to find us

The Croft, Broxbourne, Hertfordshire, EN10 6JY

Make an enquiry

About us

The company was established in 2005 but our advisers' experience goes back much further.

Our head office is in Ongar, Essex but we also have an office in Broxbourne, Herts. We are happy to transact business with clients face-to-face, by phone, post or email.

We have attained Chartered Financial Planner status which is regarded as the industry gold standard in financial planning.

We are qualified to advise upon Lifetime Mortgages (Equity Release) for the over 55s.

We look forward to hearing from you soon.

Our services

Residential Mortgages & Remortgages, Buy-to-Let Mortgages, Equity Release, Lifetime Mortgages, Commercial Mortgages, Bridging Loans, Life Assurance, Critical Illness Cover, Income Protection, Home Insurance.

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We can advise you on

Bad credit
Building your home
Buy to let
Buying commercial property
Buying first home
Equity release
Flexible mortgages
High loan to value
Next home / Remortgaging
Right to buy
Self-employed mortgages

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

FREE mortgage review Select

Preferred clients

Minimum mortgage value

£0

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Contact options

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a call back Show number Recommend to a friend

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