Dave Relfe ACSI DipPFS CertSMP

Mortgage, Equity Release & Protection Adviser

Dave Relfe

Mortgage, Equity Release & Protection Adviser

Dave is the founder of Think Plutus. He has devised the unique Think Plutus approach that has helped many clients in the UK ranging from first-time buyers, home movers, 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 - Level 4 - Investment Advice Diploma
  • PFS - Level 4 - Diploma in Financial Planning
  • CII - Level 4 - Certificate in Advanced Mortgage Advice
  • CII - Level 3 - 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)
  • Associate of the Chartered Institute for Securities & Investment - ACSI
  • Member of the Equity Release Council
member society of mortgage professionals
member equity release council

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