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.
I work for Positive Wealth Management and as a directly authorised firm we have no ties to certain lenders, meaning we are able to search the whole mortgage market and choose the mortgage lenders and mortgage products that meet clients needs best.
My particular areas of interest are residential and buy to let mortgages along with mortgage protection (life and critical illness cover) and income protection.
I received my professional status from the Chartered Insurance Institute.
My client base is very diverse including young professionals who have just made their first step on the mortgage ladder, clients looking to upsize and increase their family, those who are downsizing and also professional landlords.
We provide advice and services on:
Mortgages: Purchase - Remortgage - Buy To Lets
Protection: Mortgage Protection - Income Protection - Life Cover
Pensions: Personal Pensions - Retirement Planning
Investments: Bonds - ISA's
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.