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Find an Adviser Neil Morris

Neil Morris Certs II (MP&ER)

Equity Release Schemes, Retirement Mortgages & RIO's

Hello, I’m Neil.

My career in Financial Services began in 1981 with Lloyds Bank and since then I have gained knowledge and experience across all facets of the industry.

I have throughout my career placed the client and their needs at the forefront of any advice given and only if completely suitable has a product or solution been recommended.

Equity release has evolved rapidly in recent years and the differing types of products now available are far more flexible and competitive than in the past, providing solutions and features that weren’t available previously.

Using a Lifetime Mortgage to meet a particular need or goal that you as a client might have, is one of the most important financial decisions that you are likely to make as it will impact not only on you but also potentially your family.

That goal could be from enhancing your income in retirement; treating yourself to new car or holiday; carrying out much needed improvements to your home or releasing money to assist your children and grandchildren in getting on the property ladder or supporting their future education.

My role as an independent whole of market adviser is to ensure that any decision you make has been openly and thoroughly discussed. It is about ensuring that you are certain that it is the right decision for you and meets your needs and circumstances.

I live in Somerset with my wife Sarah, our two children having finally flown the nest recently to pursue their own dreams.

Even if you are just considering Equity Release as an option, please feel free to contact me so that we can have an initial chat to answer any immediate questions or concerns that you might have. This can be face to face in the comfort of your own home or over the phone, whichever you prefer.

I look forward to hearing from you.