This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
We are a firm of Mortgage, Equity Release and Independent Financial Advisers offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.
With over 25 years experience and managing over £280m of client money we provide a holistic financial planning service, and pride ourselves in offering loyalty and long-lasting trusting relationships.
We offer a personal service.
We specialise in mortgages, remortgages, first time buyers, equity release and life insurance.
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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.