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🏠 If you decide to move, most lifetime mortgages can be transferred to a new property - provided it meets the lender’s requirements.​ ​

➕ Depending on your health and personal circumstances, you may be eligible for an enhanced lifetime mortgage plan — potentially allowing you to release more or access a lower interest rate.   The amount you can release and the interest rate available will depend on your age, property value and individual needs.​

🏠 Optional repayments mean you decide how and when to manage your borrowing – with a lifetime mortgage you don’t have to make any regular repayments. ​

🏠 If moving isn’t what you want, a lifetime mortgage means you can stay in your home for the rest of your life.​ ​ You only continue to own your own home with a lifetime mortgage.​

To provide Equity Release, advisers are required to follow a detailed and considered set of advice standards, which means that customers have peace of mind that they’re receiving high quality advice and they will have all the information they need to make an informed decision.

In some cases, people choose to explore equity release as part of wider planning for later life.  Every situation is unique, and advice is essential before making any decisions.

Most of my days are spent meeting with clients, answering questions about equity release and helping them understand the options available to them.  Every conversation is different – and that’s what makes this work so rewarding.

I support homeowners with later life planning, helping them understand their options clearly and confidently.

Your goals at 55 may be very different to those at 75.  That’s why some homeowners explore different financial options over time – equity release being one of them.

✨I support homeowners with later life planning, helping them understand their options clearly and confidently.   Later Life Planning

Having worked in financial services for over 40 years, the last 16 of which have been with equity release, I have a lot of knowledge and experience in how people think about money, planning, and wellbeing in later life.

I had a great day yesterday at the Later Life Lending Summit  in the beautiful Cutler’s Hall, Sheffield  – hosted by The Equity Release Council  in collaboration with The Association of Mortgage Intermediaries . The event brought together lenders, surveyors, solicitors and, of course, my later life lending adviser peers. It was a brilliant opportunity to stay updated on the latest innovations and share ideas about the future of equity release and later life lending as a whole

I spent a lovely couple of hours this morning volunteering for this year’s Poppy Appeal  🌺 It was wonderful meeting so many kind people at Tesco Pontefract , all supporting such a meaningful cause.   The Poppy Appeal means a lot to me — it’s a small way to show appreciation for those who’ve served and sacrificed so much.   Poppy Appeal Pontefract 2025

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⭐️Great to receive this equity release lifetime mortgage offer for a client who wants to release some equity from her property to: •...

I had a great day yesterday presenting a workshop at The Business Network event in Wakefield. The theme of my workshop was: Think you...

Great to spend the afternoon at Elland Road yesterday for the Equity Release Council Member Meet-up (Leeds). These events are such a...

It was lovely to see so many familiar faces at the Wakefield Expo held in Knottingley yesterday and also to meet some new people. Well...

It was great to have a breakfast meeting with Julie Makin from Holden Smith Law today at The Twisted Tree in Castleford. We covered all...

I had a great day at the Later Life Lending Summit in the wonderful Cutler’s Hall in Sheffield yesterday. It was hosted by The Equity...