Authorised and Regulated by the Financial Services Authority

Simon is in a minority of mortgage planners, having attained the Advanced Certificate in Mortgage Advice and Practice (AdvCeMAP). He is also believed to be the only adviser to have gained specialist equity release qualifications with two different examining bodies.

Other specialist qualifications include;

Institute of Financial Services (Chartered Institute of Bankers)

CeRER - Certificate in Regulated Equity Release
CeLM - Certificate in Lifetime Mortgages
CeRCC - Certificate in Regulated Customer Care
CeRGI - Certificate of Regulated General Insurance

Chartered Insurance Institute

CF7 - Lifetime Mortgage Activities
HR1 - Home Reversion Plans
MAQ - Mortgage Advice Qualification
FPC - Financial Planning Certificate