Our credentials

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Providing you peace of mind ...

Be rest-assured, we have the necessary qualifications to provide advice in all areas of finance ...

As experienced financial advisers, we are well placed to provide you with fully independent and impartial expert advice, and access to all the best product providers.

As well as mortgages, re-mortgages, equity release, buy-to-let mortgages, commercial mortgages, bridging finance, and development finance etc., we can also advise on other areas of finance, including pensions, financial planning such as investments SIPPS etc, trusts, inheritances and tax planning.

Our qualifications

It is important to ensure that your broker / advisor is appropriately authorised to provide their products and services.

As a minimum, advisors must be qualified at Level 4 of the Qualifications & Credit Framework, and have an annual Statement of Professional Standing.

  • Adv Cert Mortgage Advice & Practice   (AdvCeMAP)
  • Chartered Associateship  (LIBF)
  • Personal Tax  (CII/J01)
  • Award in Pension Transfers  (AwPETR)
  • Cert in Long-Term Care Insurance  (LIBF)
  • Cert in Regulated Equity Release  (LIBF/CeRER)
  • Adv Diploma in Financial Advice  (LIBF/AdvDipFA)
  • Cert in Long-Term Care Insurance  (CII/CF8)

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ICO Data Protection no: ZA558597
FCA Authorisation Number: 839690
  • No credit checks
  • No up-front fees
  • No obligation

Getting the right advice ...

If you are considering a mortgage, it is wise to take financial advice from an independent & impartial financial adviser

Rest assured, we are authorised by the FCA, and also have the necessary qualifications to provide independent & impartial advice on all types of mortgage, acting in the best interests of our clients at all times!


Fully FCA authorised

Authorised and regulated by the Financial Conduct Authority (FCA)


ICO Registered

We are registered with the Information Commissioner (ICO)

LIBF
Members of the LIBF

Registered with the London Institute of Banking & Finance


Data compliant

Data protection compliant under General Data Protection Regulation

Get your BEST mortgage deal

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