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 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 general insurance environment, its products and the manner in which the industry is regulated.
With over 25 years’ experience in the financial services industry and now specialising in equity release and lifetime mortgages. I can offer a professional and friendly service, either in the comfort of your own home or at my local office. Every customer is treated individually and I put your needs first, making sure that I will fully understand your situation and what it is you require so that I can advise and recommend the most suitable lender and product available to you.
This is a lifetime mortgage. To understand the features and risks, please ask for a personalised illustration. Check that this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit it. If you are in any doubt, seek independent advice.
We provide tailored advice that is specific to your circumstances.
We understand equity release is complicated and there are many options available to you.
All our consultants are fully qualified and regulated by the Financial Conduct Authority (FCA) and understand the importance of talking to you in plain and simple English. They will be on hand throughout the entire process and will keep you informed of the progress of your application.
For a no obligation initial appointment please call O1763 271999.
Paul Leonard Financial Associates is a trading style of TRM Financial Ltd, an Appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority Registered in England and Wales no. 09832887 Registered Address: 70 St. Johns Close, Knowle, Solihull, England, B93 0NH.
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