To best serve my clients, I believe in being diverse and adaptable. That's why I have worked to gain accreditations in multiple areas that I believe are essential to giving a rounded service to clients.
I advise on
Inheritance Tax Planning
Mortgages
Bridging Finance
Private Medical Insurance
Insurance
Estate Planning
Pensions
Commercial Finance
Savings and Investments
Accreditations
CertLTCP
Certificate in Mortgage Advice and Practice (CeMAP®)
Certificate in Regulated Equity Release (CeRER®)
Diploma for Financial Advisers (DipFA®)
Adv DipFA
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