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.
Whimsters Financial Solutions offers mortgages to buy or refinance your home and insurance policies to keep it should you experience illness or diagnosis with a critical disease. We deal with the more difficult loans to place due to variable income sources and other complications and with the more straightforward cases. Whimsters Financial Solutions will find the mortgage that is right for you and your family.
Our panel includes over 50 of the UK’s leading mortgage lenders and a range of the UK’s top insurers who offer life assurance, critical illness cover, income protection, household insurance, and accident protection.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.