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 financial services industry, including regulation, legislation and the Code of Ethics.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
This qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative.
This qualification assesses a knowledge and understanding of the general insurance environment, its products and the manner in which the industry is regulated.
Independent James provides comprehensive independent advice through a team of skilled staff and specialist Associates. Our primary focus is customer care as we realise the importance of this in such an emotive area.
Coupled with the individual service you receive from ourselves, we are affiliated to the UK’s largest mortgage clubs, PMS and L&G, helping us access bulk-negotiating power.
For you, the client, it’s a win-win situation.
With 22 years' experience working in the Independent Financial Services arena, Mortgage and Protection advice has always been our main business areas and James' vision for customer service entails a one to one service combined with comprehensive administrative support.
Your home may be repossessed if you do not keep up repayments on your mortgage.
We will undertake remote Anti Money Laundering checks in line with FCA regulations to ensure your financial security.
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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.