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During my time in financial services I have provided advice on mortgages, insurance, and insolvency matters. Since 2014, I’ve specialised in providing independent telephone based equity release advice, previously at some of the largest brokers such as Key Retirement and Age Partnership.
I like to try and keep things as simple as possible for ease of understanding. Advice is a process, and moving through the process together with my clients at their own pace ensures they are informed throughout and can appreciate how and where the equity release recommendation came from.
During my time as an equity release advisor I’ve helped thousands of clients and their close families to achieve their goals; enabling them to remain in their cherished properties and live their later years to the full. This gives me an immense feeling of achievement and satisfaction.
Outside of work I am married to Liz, and we have a small terrier called Humphrey who keeps us very busy with dog agility. We live in Lancashire. I also enjoy playing golf and running up the local hills of which there are plenty to choose from in Lancashire!