Dave Relfe MCSI DipPFS, mortgage broker at Think Plutus

Dave Relfe

Chartered MCSI DipPFS CertSMP

Mortgage, Equity Release & Protection Adviser

Dave is the principal mortgage and protection adviser at Think Plutus. 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, Equity Release & Protection Adviser:

Professional Qualifications 

  • CISI - Investment Advice Diploma
  • PFS - Diploma in Financial Planning
  • CII - Certificate in Advanced Mortgage Advice
  • 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)

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for mortgages. Think Plutus.