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.
With over 30 years of experience in the Financial Services Industry I still have a great thirst for knowledge. I believe that education is essential for people to make informed decisions about their Mortgage & Protection needs, with the emphasis on maintaining a long-term relationship and providing a source of trusted advice as their needs evolve over time.
I provide a wide range of services to individuals, both in the UK and overseas, and together we can explore ideas to design a Mortgage & Protection solution for the short, medium and long term.
Helping clients become “the best that they can be” is more than a cliché, for me - it’s a way of life.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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for the business you are transacting.
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To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
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