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.
We provide professional advice to both individuals and businesses. We can see you at our office, your place of work, your own home or via a video call.
The company was established in 2006. Steve has over 17 years experience in the mortgage industry and works alongside our 3 pension and investment independent financial advisers.
The company specialises in equity release, long term care, pensions and investments.
We advise on all types of protection products, including life cover, critical illness, income protection, private medical insurance and home insurance.
We provide independent financial advice on pensions, investments, protection and mortgages using the latest technology, including a secure client portal, where clients can send and receive secure messages, view documents, plan details including valuations and fund performance.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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