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Experience
I have been involved in the Financial Services industry for the last since 2002, having worked for HSBC and LloydsTSB banks. I’ve now specialised in equity release since 2013, having previously worked at Key Retirement. I am a both a member of the Personal Finance Society and Equity Release Council.
My North Star
Since I joined the equity release industry, products have become more flexible and interest rates have fallen significantly. It’s therefore now a great time to consider releasing equity. With over 200 products available in the marketplace, it’s so important to seek advice - and this is where my passion lies.
Achievements
This is the most rewarding role in my career to date. Equity release enables my clients to spend the money how they wish, be it paying off mortgages, extra income or making home improvements. My reward is helping my clients achieve their goals and recognition following an excellent client feedback review.
Downtime
I live in West Sussex with my wife. Our time is occupied with swimming, football practice and street dance for our energetic 5-year old son. I enjoy playing badminton to a County standard and I would like to start playing tennis. We also love visiting my family in Cornwall.
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