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.
“We would just like to say a BIG thank you for all you have done in helping us get the equity release we wanted. You are very professional and at the same time very helpful. You made it all a 'piece of cake'. Nothing was too much trouble. It can be a bit scary when doing something like this, but you explained everything in detail and in plain English, which put us greatly at ease. We hope many more people use your service, and we are sure they will be as pleased with the whole easiness of things as we have been. ”
Doris and Andy
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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