Boost Employee Morale and Attract Talent with Essential Workplace Benefits: Pensions, Insurance, and Lifestyle Schemes for Your Organisation

Many organisations seek to provide their employees with additional benefits. This not only shows a commitment to staff welfare but also enhances morale, attracts top talent, and helps your business stand out from the competition.

Available schemes include:

  • Pension
  • Critical Illness Insurance
  • Income Protection Cover
  • Life Insurance
  • Lifestyle/Voucher Schemes

Need more information? Please request a callback or call us at 01937 371816

*The financial conduct authority does not regulate some forms of commercial finance and employee benefits.

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Professional Accreditations

  • Bachelor of Commerce (BCom)

Professional Accreditations

  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Professional Accreditations

  • Chartered Financial Planner
  • APFS – Associate of the Personal Finance Society
  • CII Level 6 Advanced Diploma in Financial Planning
  • CII Level 4 Diploma in Financial Planning
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • CII Level 3 Certificate in Equity Release
  • CII Level 3 Award in Long Term Care Insurance

Professional Accreditations

  • LIBF Level 4 CeMAP® Diploma
  • Level 3 Certificate in Lifetime Mortgages (CeLTM)
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release
  • MLIB

Professional Accreditations

  • Chartered Financial Planner
  • FPFS – Fellow of the Personal Finance Society
  • Chartered MCSI – Chartered Member of the Chartered Institute for Securities & Investment
  • CII Level 6 Advanced Diploma in Financial Planning
  • CISI Level 6 Certificate in Private Client Investment Advice & Management
  • LIBF Level 6 Managing Investments (MANI)
  • LIBF Level 6 Taxation, Trusts and Tax Compliance (TTTC)
  • CII Level 4 Diploma in Financial Planning
  • CISI Level 4 Investment Advice Diploma – Financial Planning
  • CII Level 4 Certificate in Discretionary Investment Management
  • CII Level 4 Certificate in Advanced Mortgage Advice
  • CISI Level 4 Certificate in Paraplanning
  • LIBF Level 4 Long Term Care and Later Life Planning
  • CII Level 3 Certificate in Equity Release
  • CII Level 3 Certificate in Mortgage Advice
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • CII Level 3 Certificate in Financial Services
  • CII Level 3 Award in Long Term Care Insurance
  • CII Level 3 Award in Financial Administration
  • CII Level 3 Certificate in Regulated Services Operations
  • CII Level 3 Certificate in Investment Operations

Professional Accreditations

  • BSc Hons. (Property Valuation & Finance)
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release

Professional Accreditations

  • BSc (Hons)
  • Graduate Certificate in Mathematics Teaching
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release

Professional Accreditations

  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release

Professional Accreditations

Financial Administrator

Accreditations

Marketing Assistant

Professional Accreditations

  • Bachelor of Laws (LLB)

Professional Accreditations

  • Law Degree – Universidad Nacional de Rosario
  • Accounting Specialization – Escuela Superior de Comercio Libertador General San Martín
  • Ontological Coach – Instituto de Transformación y Coaching Rosario
  • CILS – Certification of Italian as a Foreign Language, B1 – Università per Stranieri di Siena
  • IELTS – International English Language Testing System, C1

Professional Accreditations

  • LIBF Level 4 DipFA – Diploma for Financial Advisers
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Accreditations

DipAcc Mortgage Account Manager

Accreditations

Trainee Financial Planner

Accreditations

Executive Assistant to Andrew Crook

Accreditations

Cert CII (MP) Mortgage Adviser ADNFC Financial Consultants

Professional Accreditations

  • LIBF Level 4 DipFA – Diploma for Financial Advisers
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Professional Accreditations

  • LLB (Hons) – Bachelor of Laws
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Accreditations

Commercial Finance Broker

Professional Accreditations

  • Diploma in Management Development (CMD)

Professional Accreditations

  • CERTIFIED FINANCIAL PLANNER®
  • Postgraduate Diploma in Financial Planning – Nelson Mandela University
  • Bachelor of Commerce (BCom) in Financial Planning – Nelson Mandela University

Professional Accreditations

  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Professional Accreditations

  • LIBF Level 4 DipFA – Diploma for Financial Advisers
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • LIBF Level 3 CeFA – Certificate for Financial Advisers

Professional Accreditations

  • CII Level 3 Certificate in Mortgage Advice

Professional Accreditations

  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice

Professional Accreditations

  • LIBF Accredited Later Life Lending Professional
  • LIBF Level 3 CeRER – Certificate in Regulated Equity Release
  • Level 3 Mortgage Advice Qualification (MAQ)
  • Level 3 Financial Planning Certificate

Professional Accreditations

  • LIBF Level 3 Certificate in Mortgage Advice and Practice (CeMAP)

Professional Accreditations

  • Chartered Financial Planner
  • FPFS – Fellow of the Personal Finance Society
  • Chartered MCSI – Chartered Member of the Chartered Institute for Securities & Investment
  • CII Level 6 Advanced Diploma in Financial Planning
  • CISI Level 6 Certificate in Private Client Investment Advice & Management
  • LIBF Level 6 Managing Investments (MANI)
  • LIBF Level 6 Taxation, Trusts and Tax Compliance (TTTC)
  • CII Level 4 Diploma in Financial Planning
  • CISI Level 4 Investment Advice Diploma – Financial Planning
  • CII Level 4 Certificate in Discretionary Investment Management
  • CII Level 4 Certificate in Advanced Mortgage Advice
  • CISI Level 4 Certificate in Paraplanning
  • LIBF Level 4 Long Term Care and Later Life Planning
  • CII Level 3 Certificate in Equity Release
  • CII Level 3 Certificate in Mortgage Advice
  • LIBF Level 3 CeMAP – Certificate in Mortgage Advice and Practice
  • CII Level 3 Certificate in Financial Services
  • CII Level 3 Award in Long Term Care Insurance
  • CII Level 3 Award in Financial Administration
  • CII Level 3 Certificate in Regulated Services Operations
  • CII Level 3 Certificate in Investment Operations