Karen Clewes at Oracle FP
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
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 the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
There are hundreds upon hundreds of options and you don’t know where to turn. Oracle Financial Planning are independent, which means we can search the whole market.
Our advisers are based across the North East and Yorkshire but cover the whole country.
This is more about you. We know what it feels like to take a look at the mortgage market. That’s why we are here. We offer a free mortgage review, so you can see what your options are. We then take away the stress by dealing with the application on your behalf.
We listen to your financial hopes and fears and tailor a package that suits you perfectly, and this can include your pension, investments, protection and anything else financial you want answers to.
We specialise in helping those buying homes over £250,000 and provide the kind of service that takes away the strain when you have a busy life and don’t need any more hassle. Buying a home can be stressful enough – let us deal with the mortgage for you.
Call us today and find out how we can help you to take control of your financial needs.
If you are a first time buyer then we are here to guide you through the process so you know what is going on and how each decision affects you. We are an authorised Help To Buy mortgage agent and can help get you on that housing ladder. It is important to have someone who has been through the process many times before to guide you through the maze. If you are looking to remortgage or are moving home then we provide the same level of service.
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
Similar advisers near you
Legal information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.