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 assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
**We DO NOT charge you a fee for arranging your mortgage or any associated insurance products you may require**
Based in Hartlepool, North East England, we have office premises where our clients can visit us during normal working hours. Alternatively, for clients who live within a 30 mile radius of Hartlepool, we can arrange to visit you in your home or workplace if you prefer.
We offer a truly national service and for clients outside of the North East of England, we can deal with you by video conferencing, email, telephone or post – often by a combination of all of these methods.
With over 26 years of financial services experience, our Branch Manager, Jim Gillespie, has a wide range of experience and expertise. As a professional landlord himself, Jim has provided invaluable advice to many Buy to Let customers over the years and is up to date with landlords legal obligations and current requirements.
Should you choose us, you can expect a very comprehensive service, fast turnaround times and excellent communication throughout the entire process.
Please visit our Facebook page where you will see a range of written testimonials from satisfied customers.
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