In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
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.
I first started working in Financial Services in 1996. I’ve worked as a direct adviser for different companies, been a business development manager in the broker mortgage market and given whole of market mortgage advice to Buy to Let landlords amongst other things.
Working for different lenders, insurers and brokers has given me a unique perspective on both the best and worst that our marketplace has to offer.
I’ve always enjoyed the challenge of making sure the customer is at the forefront of everything that I do and getting the best deal that is right for them. ‘Best’ is different for each person I speak to and also changes as circumstances change. Only by truly understanding my customers can I make sure that my advice hits the mark and makes a difference.
My job is to save you time and hassle, giving you the peace of mind that you've made sensible choices and considered all the options - then make it happen!
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
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.