Since 1981, I have been deeply involved in all aspects of consumer finance and advice.
Over the years, I’ve gained extensive experience as a mortgage lender, broker, and financial adviser, as well as in secured loans, equity release, and estate planning, including wills, trusts, and lasting powers of attorney. My financial knowledge helps clients effectively plan their futures.
In 2009, following the mortgage crash, I became an Equity Release Adviser through the Intrinsic Network. During the financial crisis, I shifted to providing pension financial advice to bankers, lawyers, and accountants in the city.
Feeling the need for a change, I moved into Estate Planning, focusing on Wills, Trusts, and Lasting Powers of Attorney, and eventually became a Trust Officer. In November 2017, I returned to Equity Release and co-founded My Later Life Planning with Simon Oliver,
aiming to assist clients in their later years. Since then, My Later Life Planning has grown into a large but friendly company and our team have proudly won numerous awards for our outstanding service.
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This information is a guide only and should not be relied on as a recommendation or advice that any particular Equity Release product is suitable for you.
