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.
People choose us because: * The needs of our clients come first, every time. * We believe in responsible mortgage borrowing, we hold in-depth discussions to ascertain affordability today, if mortgage rates increase and also the implications of lifestyle changes. * We help clients find solutions to protect against loss of income due to accident, redundancy, ill-health or death. * Our advisers are all industry-qualified and operate to high professional standards. * We have strong corporate values and take pride in what we do.
I have over 16 years experience in the Financial Sector having worked for major Banks and Building Societies including Lloyds Bank & Chelsea Building Society.
I provide advice on Mortgages, Equity Release, Life & Critical Illness Cover ,Home Insurance and Income Protection.
We all have goals we want to achieve, from buying a new home to ensuring our family is protected from life’s unwelcome and unexpected events. It can be difficult making the right choice of Mortgage or Protection Plan without expert advice and guidance.
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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.