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Find an Adviser Simon Bates

Simon Bates DipPFS CeMAP

Equity Release Schemes, Retirement Mortgages & RIO's

Hi I'm Simon

I have been involved in Financial Services for well over 25 years, initially employed as financial adviser for Royal London where I learnt my trade providing holistic financial advice to families in the comfort of their own homes.

I was first introduced to Equity Release in 2003 when I joined Aviva (formerly Norwich Union) as a Financial Consultant advising clients on Lifetime Mortgages & Home Reversion Plans, I found my role very rewarding because I could make a real difference to peoples lives giving them the opportunity to fulfill their dreams and greatly enhance their retirement.

Since then I have taken my career to new heights joining the award winning Equity Release Supermarket in 2013. Choosing to become an independent equity release adviser allows me to advise on the whole of the market as opposed to being tied to just one company.

Because we have a great relationship with the lenders, I’m able to pass on preferential rates & equity release deals which have greatly benefitted my clients. I have a wealth of knowledge in the equity release field and feel privileged to have helped well over 1,000 people to date build better lives.

My mission is to put the customer at the heart of everything I do providing best advice whilst maintaining the highest of service standards.

I’m diploma qualified and member of the Equity Release Council and regulated by the Financial Conduct Authority. I’m centrally located in the Midlands within easy reach of the North & South of the country and I’m happy to travel nationwide to provide the very best equity release advice.

How Your Medical History Can Enhance the Maximum Equity Release

While equity release schemes have been available for many years, the concept of the enhanced equity release seems to have been a more recent addition....

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