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.
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 commercial and regulatory environment, products, services and legislation that inform the mortgage advice process.
Am a whole of market Mortgage and Protection Advisor and have been involved in the Financial Service sector since 2005. Have experience working with a large retail bank, successful estate agencies and independent mortgage broker firms.
Whole of Market Mortgage and Protection Advice.
Equity Release Mortgages
Second Charge Mortgages
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