Hi I’m Robert,
My career in financial services spans over 17 years to date, having worked at blue chip companies such as HSBC and LloydsTSB.
I have achieved the Diploma in Financial Services and I am continuing my studies to become Chartered. I am a member of the Personal Finance Society and Equity Release Council.
I have been advising my clients in the Equity Release and Later Life Lending Sector since 2014, helping my clients find the best plan for them from the whole of the market. This has been the most rewarding role in my career to date as equity release can change people’s lives.
When we speak, I’ll always be open and transparent, letting you know if equity release is right for you, or not. Releasing equity from your home is a big decision, hence I’ll encourage you to ask as many questions as possible and welcome friends or family to be present.
As Independent Equity Release Specialists we advise on products from across the whole of the equity release market on an impartial basis. Whilst interest rates on plans are important, I believe you need to have a balanced approach as equity release provides features that can be very important.
Current plans come with a host of features including downsizing protection, fixed or variable early repayment charges, inheritance protection, drawdown and voluntary payments. These options can help shape your plan in order to meet your future requirements.
I take great pride in helping my clients change their lives. There are many reasons our clients release equity with the most common reasons being - extra income, repaying mortgages and debts, gifting to beneficiaries, home improvements, buying a new car or even a new home.
I live in West Sussex, with my wife and energetic 5-year old son. We enjoy being by the sea and regularly visiting Cornwall.
I provide advice generally in London, South East and South West of England, either face to face or over the phone, whichever you prefer.
I really look forward to hearing from you.