This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
We are a family based company providing mortgage and financial advice to clients across Surrey, Hampshire and beyond.
We will research the entire market for the most competitive and most suitable product for your needs.
We pride ourselves on service and we will arrange to meet and contact you at your convenience or we can discuss your needs over the phone or via email.
With over 20 years of experience in the finance and mortgage industries we have built-up an enviable knowledge of the market.
We pride ourselves on providing ongoing service and always aim to maintain long term relationships with our clients.
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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.