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Find an Adviser Graham Tate

Graham Tate CeMAP CeRER

Equity Release Schemes, Retirement Mortgages & RIO's

Hello, I’m Graham

I began my career in financial services with Barclays Life, where I spent two years obtaining a good grounding in finance. This period was enough to convince me that helping clients with their financial affairs was extremely fulfilling & something I wanted to continue with, albeit as an independent financial adviser.

Although my time with Barclays was enjoyable, I was restricted to only being able to offer their products and services. Consequently, I decided to attain independent status and became an independent financial adviser, specialising in whole of market mortgage advice.

This gave me my first insight into the real benefits of being independent and I’ve never looked back since. I continue to help people throughout the UK with their home and property financing needs and have witnessed the popularity of lifetime mortgages steadily increase.

For years, people have built up significant equity in their properties and are deciding to use it for a wide range of objectives. For some, it’s an effective way to provide additional income in retirement. For others, they may prefer to help their family now rather than them receiving an inheritance at some point in the future.

Having personally witnessed the benefits equity release has made to people’s lives, I’m passionate about how this product can help those looking to provide financial freedom in retirement.

Originally born in the wonderful county of Durham, I spent my childhood growing up in the North East before moving to Leeds and settling down with my wife and two children. I like walking, cycling, reading, writing, and generally fitting as much fun into my spare time as possible with my family and friends.

Whatever it is you’re considering, please contact me today to see how equity release could help you. I’ll explain your options and answer any question you have.