Sentry Advice | Group Development Meeting
On Monday 5th of March Sentry Advice hosted our first ‘Quarterly Development Meeting’. We hosted a number of speakers and business partners to develop the knowledge of our advisers and support staff in a number of key areas including lifetime mortgages, specialist lending, protection and consumer banking.
As a company Sentry Advice is always looking for ways to keep our knowledge fresh and team motivated and the QDM was a great opportunity to get everyone together to share knowledge and develop our expertise.
Agenda:
- 08:30 – Arrival & Refreshments
- 09:00 – Matt Herriott – Barclays Premier
- 09:45 – David Coleman – Positive Lending
- 10:30 – Mid Morning Refreshment Break
- 11:00 – Twenty 7 Tec – Jorge Monte
- 12:00 – Chris Nown & Rob Miles – Legal & General Home Finance
- 13:00 – Working Buffet Lunch served on the Lynx Balcony – Chef’s choice
- 14:00 – Oliver McDonald – IEP Financial
- 14:30 – James Carson-Lee – Protection
- 15:30 – Tony Webster – The Seven Point Advice Process
- 16:30 – Tom & Adam – Sentry Group business update & open table
- 17:00 – Depart
Congratulations to Sandra Moreton for winning the first Sentinal Cup! Her dedication and hard work has been key to the successful growth we have experienced over the last year and its a well deserved award.
The blog postings on this site solely reflect the personal views of the authors and do not necessarily represent the views, positions, strategies or opinions of Sentry Advice Limited. All comments are made in good faith, and neither Sentry Advice Limited nor the author will accept liability for them. No advice is given in any posting. Please contact your adviser for more information or advice.
Mortgages to Purchase a Property
Mortgages to purchase a property a fee of £495 is payable on application – this is fully refundable if we are unable to obtain a mortgage offer.
Remortgages
For processing a remortgage a fee of £295 is payable on application – this is fully refundable if we are unable to obtain a mortgage offer.
Rate Switch / Product Transfer
For processing a product transfer/rate switch where you are remaining with your current lender a fee of £145 is payable on application.
Adverse Credit
For applications where there is a history of adverse credit then a total fee of £495 will be charged, of which £245 is payable at the point a personal recommendation is made, whether you decide to proceed or not. The remaining £250 is payable if/when an application is made and is refundable if we are unable to obtain a mortgage offer.
Equity Release Mortgages
A total fee of £990 will be charged, of which £495 is payable at the point an application is made with a provider. The remaining £495 is payable if/when the application completes.
We can accept payment via bank transfer, credit/debit card via PayPal.
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Sentry Advice Limited are authorised and regulated by The Financial Conduct Authority and are entered on the Financial Services Register (www.fca.org.uk/register) under reference number: 624557
Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured on it. All enquiries will be passed to a regulated Adviser with appropriate qualifications. The information on this website is for use of residents of the United Kingdom. No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Head Office Registered Address: 89 High Street, Uckfield, East Sussex TN22 1RJ