I have worked in financial services for almost 40 years, which started at the old Pearl Assurance. In 2000, I joined Norwich Union which is when I first became involved in advising on their equity release plans. Following the closure of their sales force, I joined Equity Release Supermarket in 2015.
My passion is providing advice to my customers from the whole of the market. I feel this is essential if you’re considering releasing equity from your home. Since Norwich Union, this role has become even more rewarding as equity release now provides so many options, features and lower interest rates.
I deal with many enquiries and recently helped a lady concerned about the high interest rate of over 7% on her existing equity release loan. After my research, she was extremely happy when I arranged to switch plan to a new lender, reducing her interest rate by over 3%!
I work from my home based office in Peterborough, which I enjoy as I can take time out of my day for walking my little dog (who actually thinks she is a very big dog!). In my spare time I love to be tinkering and driving classic cars.