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 financial services industry, including regulation, legislation and the Code of Ethics.
At Mortgage & Financial Planning (Wells) Ltd we have over 50 years experience. We offer advice and clear information regarding your mortgage in a friendly and relaxed manner, whilst offering a highly professional and bespoke service. Once we have assessed your needs and current requirements, you have the assurance that we will be working with your best interests at heart to find the most competitive mortgage products suitable for your circumstances. We manage the whole process on your behalf, from the application to completion and keep you updated every step of the way. Our service also includes liaising with estate agents, solicitors and the lender throughout on your behalf.
Our office is in Wells and we are often in Taunton, Bristol and Honiton, and we are happy to visit clients in most of the South-West.
Whether you are looking to buy your first property, remortgage to a more competitive rate, want to move house, invest in property or you just want to ensure that you and your family's lifestyle is fully protected - we can help and advise you accordingly.
We also help clients with associated services such as buildings and contents insurance, income protection and landlords insurance. We can also recommend solicitors, accountants and letting agents to assist you.
Mortgage & Financial Planning, 25 Sadler Street, Wells, BA5 2RR
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