Hi I’m Cathy
My career in financial services started in 1998 with the Cooperative Insurance advising on all aspects of financial planning, including life insurance, pensions, mortgages and investments. This then led to positions with Canada Life and NatWest working in private banking and wealth management.
Since 2012 I have specialised in Equity Release by choice. I now love working with Equity Release Supermarket, having previously been acclaimed the national top Equity Release Adviser in 2013 with Key Retirement.
I have had tremendous pleasure witnessing the benefits that equity release can offer clients and working with Equity Release Supermarket allows me to offer impartial advice to a wide and varied selection of clients which is very important to me.
I have renowned experience working with high net worth individuals and industry partners something I pride myself on. Each enquiry is very unique but very important to me.
Some of the ways I have helped clients in the past have been, Inheritance Tax planning (particularly relevant and topical in London and the South East) and gifting money to children to enable them to put a deposit down on their own property or take advantage of an early inheritance. Also many clients are using released funds to repay existing outstanding mortgages or loans.
I am always thrilled to be given the opportunity to assist those looking for genuine honest advice even if this is just means of a call to start with.
I cover London and the South East and am married with 6 children.
Please do contact me for free initial meeting where I can provide quality independent equity release advice. I really look forward to hearing from you.