West Midlands

Robert Levy

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Your equity release specialist in the West Midlands

07730 517671
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Robert has an extensive history within the financial services industry, initially with London and Manchester Assurance based at their head office in Exeter then at their Birmingham office. From there he moved to Legal & General in Birmingham.

Later Robert became a member of the Industry’s Critical Illness Insurance working party which, along with Marius Barnard and other industry leaders, established the core definitions for the 7 major diseases/illnesses covered by such policies.

SOLLA Later Life Lending

After some years in senior management Robert moved to advising on Equity Release, in particular Lifetime Mortgages. Providing specialist whole of market advice in this growing market. Robert holds the professional qualifications of Cert PFS, Certs CII (MP&ER), and is a member of the Equity Release Council and is a SOLLA Later Life Lending Advice Standard holder.

There are many Equity Release plans available from a number of providers, as such seeking independent professional advice to source the most appropriate product is of utmost importance.

Interest and Hobbies

Robert lives in Colwall, near Malvern and has two grown up children. He enjoys walking on the Malvern Hills, Cycling, and helping out at the Colwall Orchard Group, a charitable organisation whose primary purpose is to maintain and replant apple and pear orchards in the surrounding areas.

What areas do I cover?

I will happily visit clients in Avon, Berkshire, Buckinghamshire, Cheshire, Glamorgan, Gloucestershire, Herefordshire, Monmouthshire, Oxfordshire, Ross- on -Wye, Shropshire, Somerset, Staffordshire, Warwickshire, West Midlands, Worcestershire and London N, NW, W, SW.

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