Hi I’m Eileen
I started my career working in financial services more than 30 years ago at Bradford & Bingley Building Society, where I spent 13 very happy years as a financial adviser and area manager. Since then, I’ve held management positions at Legal & General, Halifax, HSBC, NFU Mutual and most recently Mercer Financial Planning, where I managed a team of financial and mortgage advisors.
Working for organisations that have a strong reputation is very important to me and that’s why I’ve chosen to join Equity Release Supermarket. It allows me to provide my clients with the best independent and unbiased information and product advice.
I value my reputation as being a well-qualified, experienced, honest and ethical financial services professional, and my priority is to always provide my clients with advice and recommendations that’s right for them.
Equity release can often be a wonderful option for people over the age of 55 to release capital from their home. People have many reasons for wanting to do this including - helping their children to buy their first home, carry out home improvements, buy a new car, pay for the holiday of a lifetime, or maybe just to boost their retirement income.
However, it’s not always suitable for everybody; it’s my job to review each client’s individual circumstances and advise them if it’s the right thing to do or not. If I don’t believe equity release is the right option then I won’t recommend it.
What I enjoy most about my job is being able to meet with clients to discuss and fully understand their financial circumstances and priorities. It’s always rewarding when I know I’ve provided advice that’s helped a client to improve their financial situation and standard of living.
I live in the lovely north Cotswold village of Broadway with my husband and 3 sons, and enjoy exploring the local countryside and yoga to keep fit and healthy in my free time.
If you’re over 55 years old and want to understand more about equity release and how it might benefit you and your family, then please feel free to give me a call for an informal chat. If you decide you’d like to know more we can arrange another call, a virtual Zoom meeting, or we can meet in person.
I look forward to speaking with you.