I have over 30 years’ experience working in the financial services industry starting my career as an Insurance agent/adviser for Britannic Assurance, a well-established home service company. I gained 10 years’ experience dealing with clients’ financial needs in their own homes. This gave me the confidence to advance and gain further qualifications to become an Independent Financial Adviser (IFA), during the next 13 years as an IFA I became experienced in Equity Release. I enjoyed this area of financial advice so much that I decided to specialise in the Equity release industry and to date have spent over 8 years in this specialist market.
I am accredited with the Financial Planning Certificate, Certificate in Equity Release, Certificate in Mortgage advice, Certificate in Life and Pensions and an award for Long Term Care planning.
I can offer whole of the market advice on Equity Release Lifetime Mortgages.
My initial consultation is free of charge.
I can discuss with you your Equity Release plans and the various options available to you and to ascertain whether Equity Release is right for your circumstances. If you wish to proceed, I will carry out extensive research in order to obtain the best terms for your individual needs.
I am a member of the Equity Release Council; our professional standards body and you can find further information by visiting www.equityreleasecouncil.com.
If you are looking for an equity release adviser that will look after you, or your clients, as if they were his own family, then look no further and contact me.