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 very best financial 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.
“Both my Wife and I would like to thank you for all your help, advice and honesty in our now completed Equity Release. Having had a bad experience with another major company who didn't communicate with us when asked for certain things thankfully we were given your card and from there on everything fell into place. it couldn't have been easier. what we liked about your service we felt like we were your only client as you were always available when we wanted to speak to you. Once again Thank you so much we would be pleased to recommend you to anyone because of the personal service we received.”
Michael & Margaret Thorne
Equity release is the answer to so many financial questions. If you would like to know more about it, and see if it could be the right move for you, please book an appointment or request a call-back
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
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