I am an experienced, Whole of Market adviser specialising in the provision of clear and detailed, independent later lending advice.
I have been working in the financial services industry for over 20 years, and since 2010 as a successful equity release adviser.
My role is to provide you with the advantages and disadvantages of taking out a plan, whilst reviewing all other alternatives to ensure that you receive the best advice to achieve your goals.
Equity release is a very important decision, and just one option in retirement financial planning.
For all its benefits equity release is not right for everyone and as such I have no hesitation in suggesting alternative options as required , including conventional Mortgages and Retirement Interest Only Mortgages (RIO’s).
The highlight of my career so far was winning ‘Equity Release Planner of the year 2013’ through Money Management magazine. To be recognized as the best equity release adviser in the UK was a fantastic achievement one that I am still extremely proud of.
Recent growth and innovation with equity release plans make them more flexible and appealing than ever before & one I am happy to help my prospective customers with.
I live in Leeds, West Yorkshire with my wife and daughter and I am happy to speak on the phone, online, or to travel nationwide to provide you with the best later lending advice.
I will only recommend equity release if it’s right for you and only charge a fee if a plan successfully completes.
Please contact me directly on either 07710 598930 or 0800 061 4365 for a chat, or via email at [email protected] with any questions.
Leeds
LS16 7NA