CLA Financial - Witney
CLA Financial - Witney

Our philosophy

Competence

Both advisers within the firm are fully qualified to the Financial Conduct Authority's 'level 4' requirement. In addition to this Ken Durkin also holds a qualification enabling him to advise on Equity Release and a qualification in Advanced Taxation.

 

Under the new rules of the Retail Distribution Review (RDR), advisers have to prove a 'continuous professional development' in order to continue advising clients. A certificate is issued on an annual basis stating the adviser is fully competent. Both Catherine Airey and Ken Durkin hold up to date certificates.

 

Independence

Under the new rules set out in the Retail Distribution Review which came into force at the start of 2013, financial advisers who advise on a limited range of products and/or providers, have to call themselves 'restricted'.

 

For advisers to remain truly independent and retain the 'independent' label, they must include in their search of the market all products including exchange-traded funds, structured products etc. Estate and Property Ltd Advise on the whole Market.

 

CLA Financial is committed to remaining independent and offer independent mortgage advice.

 

A Personal Approach

At CLA Financial all our mortgage clients are important to us. We treat all our clients as individuals and offer an independent mortgage advice service tailored to your requirements. 

 

Would you like to find out more?

For a free initial consultation with an independent mortgage adviser please contact us

Contact Us

Tel:

01993 864552

 

Mobile:

07818436325

 

E-mail:

info@clafinancial.co.uk