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.
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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
We are a professional mortgage and financial advisory practice based in Central Croydon.
We pride ourselves on treating all clients in a courteous and professional manner.
We appreciate that no two clients are the same and everybody has different needs and aspirations. For this reason, we will always conduct a full fact finding process at the outset to ascertain your exact mortgage requirements.
Only after carrying out this process will we provide you with any advice. By taking this extra time at the beginning you can be assured that any recommendation is fully justified and is tailored to your individual needs and requirements.
We are qualified to provide advice and guidance in all areas of mortgages, including Residential, First Time Buyers, Remortgages and Buy to Let. We deal with a lot of clients using the Help 2 Buy and Right to Buy schemes.
We specialise in mortgages for Contractor and have an in-depth knowledge of their unique requirements.
We also assist many self-employed clients, as well as company directors and entrepreneurs.
We are also fully qualified to give advice on all areas of financial planning including Pensions, Protection, Savings, Investments and Mortgages, including Equity Release, Lifetime Mortgages and Home
We take great pride in helping people to achieve their property ambitions, whether it be to get on the housing ladder, buy a larger house or build an investment property portfolio.
We appreciate that different people have different levels of financial awareness and we will always use plain English when dealing with clients, and cut out the unnecessary jargon. We explain things in clear, simple and concise manner, ensuring that you understand fully our recommendations and advice.
It is in our interests that our clients have a better understanding of their finances and the above approach works in achieving this.
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