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 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.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
A full financial advisory practice offering advice across all aspects of Pensions, Investments, Protection, Mortgages, Estate Planning, Equity Release and Corporate Planning.
Fast, Friendly, Personal Service. Experts with every aspect of mortgages, whether it's your first home, your next home, remortgages, investment and buy to let property or releasing equity from your home to enjoy a more luxurious retirement.
You may benefit from our wider level of expertise to provide a complete service, if you require it, such as: -
- Protecting yourself and your family financially from death, illness and interruption to your income
- Protecting your assets against damage or loss
- Estate Planning
- Maximising investment return by mitigating tax
- Investing for Income
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
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.