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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
What our clients say
We had a pleasure of having Steve as our mortgage advisor who deserves an award for outstanding service. Not only did Steve find us the best mortgage rate when compared to the banks but he gave an extremely efficient and professional service. He clearly has a detailed knowledge of his business but what really made the difference was his close consideration of our situation as well as a real attention to what we were looking for. Steve went the extra distance to get our application processed within a really tight deadline (we only had 4 weeks to exchange contracts) and kept us informed throughout. We wouldn’t hesitate to use Solent Financial Services again and we would definitely recommend their services.
Mike Mihhailov, Southampton
I have no hesitation in recommending Steve and Teresa Hunka, Solent Financial Services. They provided a very friendly, highly professional and competent service, no pressure sell. Steve took time to explain all my options and went over and above expectations! I will definitely contact them in the future, thank you!’
Mrs M, Fareham
Steve has now set up three mortgages for me, each time he has been very professional, explaining things along the way with great clarity. I recommended Solent Financial Services to a friend who is also very pleased with the service. I've used other mortgage brokers in the past - but Steve comes out top of the pile by a mile!
Mr B, Gosport
We have used Steve as our mortgage advisor for our last two house purchases and for our Buy to Let mortgages.
I believe Steve has always found us the best deals, his advise is of the highest standard, always honest and correct.
Steve is always quick to respond, very knowledgeable with all aspects of the housing market and as others have said will go above and beyond with his help.
Steve and Solent Financial Services would be my only choice now and in the future.
Solent Financial Services is a family run practice, providing truly independent financial advice and fee free mortgage advice to both private and corporate clients.
Mortgage advice on all areas of mortgage planning including first time buyers, buy to let, help to buy, remortgages and moving home.
We pride ourselves in building long term relationships with our clients and carry out regular reviews.
With over 20 years of experience Solent Financial Services has gone from strength to strength and is today a respected provider of top quality independent financial advice.
* Being independent, we are able to ensure that you receive the very best products for your needs.
* We can place you in the best possible buying position by pre-arranging your mortgage.
* We can help you to save money with lower monthly repayments on re-mortgages.
* Buy to Let? We can help landlords unlock the value of your properties.
* First time buyer? We can help you get onto the property
Retirement Solutions is a specialist Equity Release firm. We have a great team of experienced and fully qualified advisors. Our mission is to find the best possible deals for our customers by researching the whole market. We are an FCA regulated company
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