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Simon Bates

Independent equity release adviser DipPFS CeMAP
Simon Bates


In 1991 I began my journey in the financial services industry; specialising in equity release from 2003, when I then joined Aviva. My career as an adviser progressed in 2013 when I became an independent advisor for Equity Release Supermarket, enabling me to offer customers whole of market advice.

My North Star

I believe that equity release gives people opportunities to fulfil and enhance their lifestyle, in an endless amount of ways. With an ever-changing market offering greater flexibility; there has never been a better time. Face-to-face, or over the telephone, adapting my process to the needs of the client.


I have received an abundance of positive feedback which is available for you to read, as I see the satisfaction of my customers as my greatest achievement. Diploma qualified, I strive to constantly improve my skills in order to give my clients the best and most up to date advice.


At the peril of the British weather, I enjoy walking in the countryside with my wife, two children and our Labrador; often leading us to a traditional pub for refreshments. For the past 10 years Sundays have been taken up watching my son try and play football.

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What our customers said about Simon

The service provided & information available was excellent which allied to a very informed & personable advisor made the... READ MORE
Mr S - Moreton In Marsh
Compared to Age Partnership who we spoke to first re equity release, Simon's advice turned out much better. I feel Simon... READ MORE
Mr H - Stafford, West Midlands
Despite the limitations imposed by Coronovirus, I was extremely pleased by the highly professional approach adopted by all.... READ MORE
Mr W - Knebworth, Hertfordshire
I thought this process would be quite complex & a little invasive, but the adviser was very clear & explained things very... READ MORE
Mr W - Stone, Staffordshire