Kate Baker of mortgage advisers John Charcol has become the first adviser to complete and pass Castle Trust Chartered Insurance Institute-accredited Partnership Mortgage training course.
Mortgage advisers will need to complete this course and pass the final exam before they are able to advise on Partnership Mortgages.
Mike Hughes, Castle Trust’s commercial director, said: “As part of our commitment to treating customers fairly, Partnership Mortgages will only be available through advisers who have successfully completed this training course.
“Congratulations to Kate for being the first to achieve this qualification.”
Dan Jolly, John Charcol’s head of sales, said: “Partnership Mortgages are a welcome addition to the mortgage market so we’re very excited to be leading the way as the first firm with a qualified adviser.
“As ever, John Charcol places customers at the heart of everything it does, so we fully support this training for the good of our advisers and, ultimately, clients.”
The Chartered Insurance Institute’s head of learning, Simon Graham, added: “The CII is delighted to have worked with Castle Trust to develop its Partnership Mortgage training for advisers.
“Having its training CPD accredited by the CII sends out a powerful signal that Castle Trust is committed to ensuring the highest standards in its dealings with the market.”
