This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
Greg is one of the Directors of Sage Equity Release and has over 35 years’ experience working in the financial services industry.
He started his career working in a high street bank as a mortgage broker for 10 years, before becoming an Independent Financial Adviser covering mortgages, pensions and investments.
Greg then went on to become the financial services director at one of the largest local estate agency groups in the south east.
Greg has been accredited with CeMAP, CeRER and the Financial Planning Certificate and is now an Independent Equity Release Specialist.
He advises and arranges equity release lifetime mortgages for clients and can also arrange introductions for clients to other professionals, should they require advice in areas such as estate planning, investments or traditional mortgages.
At Sage Equity Release we are Lifetime Mortgage specialists. We are not tied to any lender, so will search the market for you to find the most appropriate lender for your circumstances. We then recommend a product to you and complete all the mortgage paperwork on your behalf and submit it to the lender.
Sage Equity Release 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
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.
A fee may be charged for equity release advice. The exact amount will depend on your circumstances, but we estimate this will be £995 on completion.
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