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Find an Adviser Ron Roberts

Ron Roberts CeMAP CeRER

Equity Release Schemes, Retirement Mortgages & RIO's

Hi I`m Ron

I have been involved in Financial Services since 1990 working for major companies within this sector such as Prudential and NatWest where I provided advice on investments, pensions, protection and mortgages. During this time, I achieved the Financial Planning Certificate Qualification (FPC) and became an Independent Financial Advisor.

After focusing solely on mortgages, I then decided to gain the Equity Release Qualification (CeRER) which enabled me to provide independent equity release advice. This is now my passion, as I get great pleasure in helping clients over age 55 to attain their goals and dreams.

During my time as an IFA when discussing retirement planning with clients, they often said that their property was their pension fund. Being able to advise on Equity Release, I can now provide information and guidance to my clients, helping them make an informed choice as to the best deal to meet their immediate needs, but also keeping one eye on the future.

I am happy to provide my services either over the phone, or face to face whichever you prefer and feel most comfortable with.

I live in Lincolnshire and I’m happy to travel to meet with you to discuss your requirements and to answer your queries. I understand equity release is a big decision for all the family. Hence, I always respect that time may be required to understand equity release and decide on the best way forward.

Having served many years as a Magistrate in Lincolnshire I am now retired from this role and spend all of my spare time with my wife and family, including fishing with my grandson.

I am delighted to be involved with Equity Release Supermarket which is a highly rated and ethical company. I look forward to hearing from you.

 

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