John Cossons, Mortgage and Protection Designer at Anstee & Co. has recently attained The London Institute of Banking & Finance Accredited later life lending professional status.
What was involved?
John’s studying involved eight two-hour online sessions including the overall industry, the market for later life lending, the later life lending products, the process and how this works for the client, and where later life lending fits in within the broader context of mortgage lending.
What John had to say about his success-
“In addition to the required, mortgage and equity release qualifications that I have from the Chartered Insurance Institute, I feel that it is important to keep up to date with the ever-changing later life lending market and how this relates to my clients’ requirements. I feel that this accreditation shows that I have a very good and up-to-date working knowledge of using later life lending in the real world.”
What areas were covered?
To gain this qualification john had to pass eight modules covering the following-
- The Industry
- The Market
- The Client
- Soft Skills
- The Later Life Lending Products
- The Later Life Lending Process
- Later Life Lending in the Broader Context
- Building a client proposition
Caroline Anstee, Managing Director of Anstee & Co. said-
“Continuous professional development is key to being a successful adviser. This qualification helps to demonstrate John’s continued goal of providing the best independent financial advice for his existing and future clients. Well done!”
We are Equity Release Council members.
Anstee & Co is proud to be a member of the Equity Release Council.
As we are a member of the Equity Release Council, you can have complete confidence in Anstee & Co and our expert equity release advisers.
All of our equity release advisers have taken additional professional qualifications and have personally signed up to the high standards set by the council.
How Anstee & Co can help you.
If you are considering your financial options but are unsure about how they may impact your financial future, we can help you. We are Independent Financial Advisers which means that the financial advice we offer is unbiased.
The initial meeting is at our cost, so why not contact us today? A meeting can be arranged at a time and location that is convenient for you.
Our expertise covers all aspects of financial planning including pensions, investments, and mortgages.
If you have any thoughts on this article, “Professional accreditation success for John”, then we would love to hear from you.
Finally, the information contained in this article is for information purposes only and does not constitute financial advice. Anstee & Co. is authorised and regulated by the Financial Conduct Authority (FCA).
These products are lifetime mortgages or home reversion plans. Equity released from your home will be secured against it.
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