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 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 financial services industry, including regulation, legislation and the Code of Ethics.
I have worked in financial services since 2009 and started out working with a high street bank, which is where I got to understand how day to day finances and financial planning impacts people from a plethora of circumstances.
It was in 2016 that I decided to specialise in later life planning and have worked with many financial advisers (and subsequently clients) to assist them in achieving the retirement goals for so many people.
I enjoy taking the headache of rates, providers, criteria and much more away from my clients by working with them to understand what it is that they want, as well as what they dream of in retirement.
I enjoy helping! Everyone should know the options available to them and I love being part of that process.
I have helped people across England and Wales with Equity Release and will continue to do so!
Equity Release - independent advice across the whole of the market
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