As a family man, with three children and two grandchildren, I understand all too well the enormous financial pressures on each generation. I am sure this perspective enables me to empathise all the more with my clients, to bear in mind their needs and their goals at all times, and to source for them the most suitable equity release plan.
I have been in the financial services industry since 1979, starting at the age of 18 as an insurance agent for Royal London Mutual Insurance, moving to Aviva in 1992 where I eventually specialised in equity release. I am a qualified member of the Chartered Insurance Institute and a member of the Society of Mortgage Professionals.
I think I am a friendly, sociable person: I play in Woodfalls Band, one of the premier brass bands in the country; I help out at my local church; and my professional life very much revolves around doing all that I can to ensure my clients’ financial security and peace of mind. In fact, I often become friends with my clients.
“Kevin not only brings a wealth of experience to support his advice, he brings integrity and a drive for satisfied customers that raise him to the highest levels in his chosen fields.”
Steven Hulbert
Equity release could be the answer to some of your financial questions. If you would like to know more about it, and see if it could be the right option for you, please book an appointment or request a call-back
Equity release will reduce the value of your estate and may also affect your entitlement to means-tested benefits. You should always think carefully before securing a loan against your home.
Unless you decide to go ahead our service is completely free of charge, as our fixed advice fee of £1,499 is only payable on completion of a plan.
A lifetime mortgage is the most popular form of equity release, and is a loan secured against your home that’s typically repaid when you pass away or go into long-term care.
We will be in touch as soon as possible to arrange a convenient time for a meeting, which is completely free of charge and without obligation.
I'll be in touch as soon as possible. If you'd rather call me in the meantime, please feel free to give me a call on 01489 45 45 45