This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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.
The Equity Release Experts are known as specialists to many lenders - this is the area of advice we stick to so we can be the experts on it.
In terms of me and why I may be the right adviser for you...
I truly believe that this could be one of the biggest commitments in retirement so whoever is looking at Equity Release really needs to be treated as an individual. I have worked in Financial Services since 2009 and been working with people face to face to help them ever since - something has gone wrong with their finances, I was there, or something went well with their money, I was there for that too.
I would never say that I have seen it all, but there are certainly few surprises left out there for me to experience!
Nevertheless YOUR circumstances and your wants WILL be entirely unique and I want to hear about them to help you understand how Equity Release could be right for you.
Equity Release - independent advice across the whole of the market with fixed advice fees ONLY payable if your case completes.
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