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 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.
We have a wheelchair accessible town centre office location with on-site parking.
At Heritage IMA we offer a professional mortgage solutions service and by reviewing your individual circumstances in conjunction with the whole market place we can tailor make a mortgage to suit your needs. In addition to the mortgage sourcing we will also provide you with very competitively priced protection plans to suit your chosen requirements. This can remove unnecessary pressure from the whole moving process and with streamlined processing of applications save you considerable time and money.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
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.