uprosper®
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
At uprosper®, we provide advice through our bespoke online dashboard. We do not believe in appointments and operate in a more fluid way with more frequent communication online which is more convenient for our clients and allows us more opportunity to get to know their circumstances and requirements.
Our mission is to make mortgage advice more accessible and stress-free. You provide your information at your convenience, and by using our online dashboard, we make sure no communication is lost.
Our lead adviser and founder built the dashboard which uprosper® runs on himself. He is a Chartered Wealth Manager, Chartered Financial Planner, a Fellow of the Personal Finance Society and a Chartered Fellow of the Chartered Institute for Securities & Investment. He was awarded the Applied Wealth Management award by the CISI in 2017.
Free mortgage advice and arrangement for:
- High Loan-to-Value Mortgages
- First Time Buyers
- Buy-to-Let
- Remortgages
- Bad Credit
- Mortgage Protection Policies
- Equity Release
- Self Employed Applicants
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Online (Live chat, video, email)
Your home may be repossessed if you do not keep up repayments on your mortgage.
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