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!
Unit 13/14 Beech Avenue Business Park, Taverham, Norwich, Norfolk, NR8 6HW
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