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 principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
We always aspire to deliver fantastic customer service so a stressful and frustrating proess is made quick and painless.
Our service is flexible including online, face to face or over the telephone, including evening appointments. The process can be dealt with via a few zoom meetings and telephone calls. You can achieve a fast turn around by providing documents early such as ID and evidence of income.
We will oversee the process from start to finish keeping you updated along every step of the process, taking the stress out of what can be a stressful process.
We can help with mortgages for residential purchase, buy to let, remortgage. Advise is provided on insurances and protection policies which pay an income if you are unable to work due to illeness and/or a lump sum if a critical illness is diagnosed or on death.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.