Dave Relfe
Chartered MCSI DipPFS CertSMP
Mortgage & Insurance Adviser
Dave is the principal mortgage and insurance adviser at Think Plutus, an FCA-regulated professional with qualifications in mortgage and property finance advice, insurance and financial planning. He has devised the unique Think Plutus approach that has helped many clients, from first-time buyers to buy-to-let investors and property developers, to people looking to remortgage or release equity from their property.
Dave specialises in delivering a tailored service to his clients. His approach emphasises the nurturing of close ongoing relationships with clients, advising on all areas of obtaining a mortgage. This means that in addition to guiding people through the application process, he can also give advice on other key considerations like life insurance, protection and equity release.
Dave has a number of professional certifications as a Mortgage & Insurance Adviser:
Professional Qualifications
- CISI - Investment Advice Diploma
- PFS - Diploma in Financial Planning
- CII - Certificate in Advanced Mortgage Advice
- LIBF - Certified Practitioner in Specialist Property Finance
- CII - Certificate in Mortgage Advice
- LIBF - Certificate in Mortgage Advice and Practice (CeMAP)
- LIBF - Certificate in Regulated Equity Release (CeRER)
- CII - Certificate in Financial Services
- LIBF - Certificate in Retail Banking Conduct of Business
Professional Membership
- Member of Society of Mortgage Professionals - CertSMP
- Member of Personal Finance Society - DipPFS
- Member of Chartered Insurance Institute - Certs CII (FS, MP & ER)
- Chartered Member of the Chartered Institute for Securities & Investment - Chartered MCSI
- Member of the Equity Release Council
- Member of the London Institute of Banking & Finance (MLIBF)
