This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
A Mortgage, Protection & Equity Release Advisor, of circa 40 years business experience over various industry sectors.
Meticulous and resourceful in approach, I advise, guide, and support my clients throughout the process. Coupled with appropriate technical knowledge/case experience, clients can be assured of a professional and committed service.
Have aided past employers including Royal Bank of Scotland and M&S accomplish goals and inspired successful, high achieving teams.
My speciality is to help first time buyers secure their first home and to help existing homeowners release equity from their homes and improve their life circumstances and or provide financial support to their family.
My ethos is to be ‘by your side through the journey.’
I will help you find and attain financial solutions to achieve your goals.
Finding the right work-life balance is key, spending time with my family, being outdoors and taking in as many theatre shows as I can.
A member of the Equity Release Council with exacting standards and principles, my clients can be confident of a quality ethical service.
My brand is to build sustainable business relationships around the key pillars of trust and respect.
Advice, guidance & tailored solutions on an end to end basis without any internal company hand overs. Simply, I manage my clients case in full, offering full service and contact until case conclusion.
Also offer client access to other professional contacts who can provide key associated services (see other contacts below).
First Time Buyers
Equity Release (Lifetime Mortgages)
OTHER mortgage solutions:
Buy to Let
Buy to Let Property Investment
and Bridging Finance
LIFESTYLE SUPPORT (family solutions)
Life Assurance including Family Income Benefit
Critical Illness Cover
Permanent Health Insurance
Private Medical Insurance
Estate Agents, Realtors, Conveyancers, Solicitors, Will Writers, Trades Services, who I can provide details, if required, on a no obligation basis to help link/offer a complete service
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.