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 principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
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
Through our award-winning networks, we have relationships with nearly 300 lenders and the largest insurers allowing us to offer our clients preferential deals and services. Many of these are exclusive to us.
For residential mortgages, cover all scenarios from help to buy through to self build and everything in the middle. In addition, we can source top-ranked solicitors, surveyors and buildings and contents insurance to provide an end-to-end, cost-effective complete service.
For commercial finance, we are one of the fewer whole of market brokers that assist owner occupiers, property investment, bridging and development finance.
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