I am a fully qualified financial adviser and specialises in Equity Release advice who is passionate in helping clients find the solution they need, be it helping the family, leisure or home improvements.
Equity Release is a really positive option for the over 55s and I believe that independent advice from all UK providers is crucial. I search all nine lenders to find the right solution.
Face to face meetings are so important and I can visit all clients in their own property to discuss their needs and aspirations. All these visits are free and if clients do not wish to proceed there is of course no charge at all.
A role as an equity release adviser is so rewarding and I find my clients continue to contact me for advice over many years and often refer close family and friends for advice.
More about me
Over the years I have worked for major financial companies, including Santander for 44 years, and have held many senior management positions. Managing staff has helped greatly in dealing with clients because we are very much in a “people business”.