Freephone 0800 802 1051

Sara Whitbread DipPFS, CertSMP, Certs CII (MP & ER)

Equity Release, Residential Mortgages, BTL & Retirement Mortgages

Hi, I’m Sara and I’m a fully qualified equity release and mortgage adviser and proud to say that I work at multi award winning Equity Release Supermarket.

I started my financial services career in 1991 for Nationwide in their mortgage department. Over the years I have worked with Bank of Ireland, Accord, Bradford and Bingley, followed by an interesting time working in Hong Kong. I have been advising in the mortgage market now for over 25 years.

It always struck me in the early years that clients seeking finance were left with nowhere to go when they retired. As such, when the equity release market started to innovate, I was naturally drawn to this sector to help clients achieve their financial planning objectives in later life.

I am extremely proud to be working with a company who are innovative, impartial and able to offer products from the whole of the later life lending market. My role as an adviser is to establish your circumstances and to make sure that equity release is the right solution for you. If it is, then I will find the best plan available to meet your needs.

We can arrange a meeting in the comfort of your own home, discuss over the telephone, or even arrange a virtual meeting by Zoom - whichever suits you best. I will explain how the various plans work, and leave you to make an informed decision in your own time.

I'm a mother of 2, and lucky enough to have my parents close by and have seen first-hand how equity release can help those in retirement. I am excited to be able to help clients achieve their goals – whether that’s to pay off a mortgage, provide disposable income or help your children financially.

I live in South Wales and I do enjoy horse riding with my daughter, although it has to be said that my body is not recovering as easily as when I was in my 20's! My son, whose interest is football, is still trying to teach me the offside rule and much to his dismay it is still not sinking in!

I really look forward to hearing from you.

What our customers
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