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.
We have been arranging mortgages for over 30 years and due to the professional background of John Steel as a Chartered Accountant and IFA we are in a strong position to understand your needs, however complex, and to recommend the most appropriate solution. We are proud to be independent and to have access to the whole UK mortgage market, so if there is a solution out there for you we will find it, and if there are choices we will direct you to the best one. We are members of The Right Mortgage Limited who provide our compliance, training support, and access to exclusive products on behalf of our clients. The quality of our advice is second to none, whether you are buying your first home, looking for equity release in retirement or facing any of the problems that arise in between. On our website you can download free mortgage guides for first time buyers, people facing divorce, and insurance considerations. As a first time buyer we will hold your hand through the whole process, and if you are a director or self-employed we can work with your accountant because we speak the same language.
We specialise in all types of mortgages, remortgages, equity release, life insurance and income protection policies. We can also help with business finance including funding for tax liabilities.
In the words of one grateful client, John steel is "Outstanding in his field".
We strive to provide a professional service, which we define as finding the best possible solution for each client, putting the needs of our clients first and keeping our clients informed every step of the way.
We believe in giving every client sound individual advice because every client's situation is different.
Equally good at straightforward or complex cases.
Orchard View, Banady Lane, Stoke Orchard, GL52 7SJ
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