Whitchurch IFA Ltd
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 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.
Whitchurch IFA Ltd was founded to provide the highest standard of financial advice in the Cardiff area. To this end we uphold the highest standards of integrity and technical excellence whilst maintaining true independence.
We hold no allegiance to any bank, investment provider or life office and we are not part of any network or group. This means we will never choose one provider over another unless it is in the best interest of our client.
We maintain unusually high academic and professional qualifications, exceeding the FCA's qualification requirements.
We are strictly whole of market for mortgages and will research intermediary and direct-offer mortgages equally.
We are unusual in that we return all commission paid by the lender to our client. This ensures that we are never be biased toward a lender who might offer greater commission, nor against any provider which does not pay commission. It also makes us highly competitive.
Our pension and investment planning is always bespoke and whole of market - we do not use stock portfolios as we do not believe clients should be pigeon-holed according to a number.
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Telephone
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Online (Live chat, video, email)
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Face to face
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