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.
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
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.
Wallace Home Finance is an Independent mortgage broker with over 25 years combined experience in the financial services sector, our team first began operating in the mortgage and protection market back in 1999.
Operating across the Greater Manchester region, we understand that behind every front door there are unique individuals, with different financial needs. We work on your behalf to give you peace of mind that you have the right products for your own financial journey.
We firmly believe that in most cases, any borrowing should be protected against life’s unforeseen hazards, and in most cases, we make recommendations that you take the right kind of protection to protect yourself, your family and home.
We offer bespoke lending and protection solutions for our clients based on their individual circumstances. Our aim is to be easy to deal with and take the stress away from you, allowing you to focus on the things that are important in your life.
We use video technology to gather some information from you to support our initial conversations, however we’d aim to meet you at a time and place convenient for you, to allow us to understand your wants, needs and priorities fully before making any recommendations.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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