I have worked in financial services for over 30-years providing advice on pensions, investments, life assurance and mortgages. From 2009, I’ve specialised in later life lending whereby using my life and product knowledge experience, I’m able to research the whole of the market and help my clients achieve their goals.
I ensure when meeting new customers, whether face-to-face or by phone, that I really get to know their situation and aspirations. Given the flexibility in the equity release market, there’s never been a better time for me to advise on these products. This helps me provide the highest standards of advice.
I worked 7 years for Key - the largest broker at the time. I was one of the most successful UK advisers, completing over 1000 equity release plans for very satisfied customers. I received numerous thank you cards and letters together with many 5 star reviews posted on Trust Pilot.
I’m a family man living in central Scotland together with my wife and three children. As a family we’ve enjoyed travelling to countries in America, Canada, Europe, Middle East and Asia. We enjoy meeting new people and sampling various cultures - these experiences help greatly when meeting new customers.