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.
Nicola will give you a free initial assessment of your current options based on your individual circumstances. You will then be given advice based on your own personal circumstances, this advice is completely impartial and has your best interests at the centre of the decision-making process. Our aim is to give you advice for the whole term of your mortgage, not just the initial meeting so we want your experience to be highly professional from day one. Once the mortgage application has been submitted you will be assisted throughout the process by the team and given regular up-dates until the mortgage completes and you get your keys.
The majority of our business comes from recommendation. We pride ourselves in high level customer service and providing good quality advice to our clients.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.