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Castle Trust names first qualified Partnership Mortgage adviser


Kate Baker of mortgage advisers John Charcol is the first adviser to complete and pass Castle Trust’s 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.

Partnership Mortgages are for 20 per cent of the value of a home and offer responsible homeowners new choices and flexibility in how they buy or remortgage their home. They reduce a homeowner’s monthly mortgage commitments and also reduce the risks of negative equity and of arrears and repossession.

Unlike a traditional mortgage, where the amount the customer pays depends on the interest rate set by their lender, the amount you repay on a Partnership Mortgage depends on the change in the value of your home.

Castle Trust commercial director Mike Hughes says: “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.”

John Charcol head of sales Dan Jolly, says: “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.”

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