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.
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
My name is Jonathan Treliving, and I am a whole of market mortgage advisor. With more than 16 years of experience to bring to the table, I would be delighted to assist you with whichever property finance query you may have, be it moving home, buying an investment property or raising additional money on your mortgage for home improvements.
As a fully qualified equity release adviser and member of the Equity Release Council, I can also offer high quality and ethical specialist advice to applicants aged 55 and over.
I can offer a free initial consultation in person or remotely, no matter how complex your needs might be. If you would like to know more, please email me on <email address hidden> or call on <phone number hidden>.”
I specialise in mortgages for company directors and portfolio landlords.
I also provide specialised advise on lifetime mortgages, and am a registered member of the Equity Release Council.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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