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Squirrel joins forces with Mortgage Assess/Financial Assess

Squirrel Group has joined forces with Mortgage Assess/Financial Assess as part of its comprehensive training and competence proposition, the Birmingham-based company has announced.

The system is available to Squirrel Group&#39s appointed representatives and as part of its compliance services proposition for those mortgage advisers considering being directly authorised with the Financial Services Authority.

Developed in partnership with the Chartered Insurance Institute and the Society of Financial Advisers, Mortgage Assess offers an online training and competency solution for maintaining competence and achieving regulatory compliance.

The system includes an assessment test so advisers can gain an indication of their current level of knowledge and identify any gaps. It also includes technical modules to provide learning material combined with self-test questions, listing clear learning objectives and explaining the outcomes to be achieved from study.

In addition, a comprehensive management information system is also provided, which allows administrators to produce a series of management reports detailing usage and performance which they can make useof for regulatory purposes.

Ian Bascombe, director of Squirrel Financial Management, says: “The company&#39s advisers see the enormous value of the Mortgage Assess/Financial Assess system and how simple it is to use. I am sure it will prove to be an important addition to the wide range of services and benefits offered by the Squirrel Group.”

The Squirrel Group offers network benefits such as appointed representative status and introducer status, while SQ2 offers compliance services, mortgage packaging and further services such as ongoing training, as well as compliance, training and competence support.

SQ2 offers an extensive mortgage packaging service that includes an impressive range of lenders on its packaged panel, as well as a mortgage desk facility and free sourcing software.

Squirrel Financial Management, led by directors David Burns, Ian Bascombe and Steve Clawley, has grown substantially recently, adding Secure Mortgages and SQ2 to the group. It currently has more than 50 staff and says it is well placed to continue its growth and development in 2004 and beyond.


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