I have been helping clients achieve their goals for over 20 years in advisory roles. These include financial planning, mortgage advice and more recently - equity release. This experience has been gained with large corporates - Citi Bank, Scottish Widows & Lloyds TSB where I’ve advised clients in the UK and Australia.
Moving into the later life market was a personal decision for me having seen first-hand how it can improve someone’s financial options in retirement. Equity release plans are very flexible, but of course they may not be suitable for everyone which is why it is essential to get the best advice.
My professional achievements include becoming a fully qualified mortgage & equity release adviser. This required meeting the requirements of both the UK & Australian regulatory authorities. However, what’s most important thing to me is the satisfaction of working with clients in different scenarios, to achieve the outcome they need.
I live on the edge of the beautiful New Forest in Hampshire with my wife and two daughters. When I’m not working, I can be found involved in local football. Also, I have a passion for guitar and blues music and have spent many years playing in various blues bands.