About Us - Our Team

Get to Know the Team Behind My Later Life Planning

At My Later Life Planning, we have a dedicated team of great people ready to support you on your equity release journey.

Our philosophy is simple: we employ knowledgeable people and provide them with the right resources and support to ensure our clients receive exceptional care.

At My Later Life Planning, we're more than just equity release advisors — we’re a team of specialists committed to helping you make the most of your home’s value in later life.

Our approach is straightforward: we bring together experienced professionals across a range of disciplines and give them the support they need to put our clients first. Whether you're exploring equity release for the first time or ready to move forward, we’re here to make the process clear, comfortable, and fully tailored to your needs.

When you choose to work with us, you’re not just assigned a trained equity release advisor — you’ll also benefit from the expertise of our wider team. This includes:

Property experts who assess your home's suitability and value for equity release cost consultants who provide full transparency around fees and financial implications
Paralegal support to help ensure the legal side of the process is smooth and stress-free
Compliance professionals dedicated to keeping everything in line with industry regulations and your best interests as we are FCA regulated.

From the first conversation to the day your funds are released, your advisor will be with you every step of the way. Whether your goal is to boost your retirement income, gift to family, or enjoy life a little more, we’re here to help make it happen.

If you're considering equity release and want expert advice from a team that truly understands the process, get in touch. We're ready to help you take the next step with confidence.