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 aims to provide comprehensive independent financial 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 19 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.
2nd Floor, 14 Clerkenwell Green, Greater London, London, EC1R 0DP
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