Finance Planning has been providing award-winning financial advice since 1999. I joined Finance Planning in 2018. I arrange mortgages, including later life products such as Lifetime Mortgages and Retirement Interest Only Mortgages from the 'whole of market'. This means that I am not tied to any lenders and am free to search the entire market to find the best deals for my customers, meeting your specific needs.

To recommend the best financial solution, I need to understand your personal circumstances. I will do this by asking you questions that enable me to build a picture of your current financial position. By getting to know you, I will find out what is most important, helping you prioritise your needs so that I can recommend a product that is right for you. I can do this through face-to-face meetings in the comfort of your own home, by telephone, using web conferencing or a combination of all three!

Your later life mortgage requirements are likely to be different from your neighbour's. I will analyse your circumstances and aim to provide the most suitable later life mortgage for your needs, where this is an appropriate solution. I will work with you and explain the differences between the various features of later life mortgages in plain English.

I am happy to provide a free initial consultation, and I look forward to helping you. I will never charge you a fee until I have successfully arranged a mortgage for you.

Email me to receive a link to independently produced videos, explaining more about equity release.