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Simone Roberts

Simone Roberts DipPFS Certs CII(MP & ER)

Equity Release Schemes, Retirement Mortgages & RIO's

Hi, my name is Simone, and I’m one of the independent advisers here at the award winning Equity Release Supermarket.

My career in financial services began in 2008, working my way up and having fully qualified in 2015 I was able to advise clients on independent and whole of market financial advice across a wide range of areas including retirement planning, tax planning, inheritance mitigation, savings and investments and of course…mortgages and equity release.

I have a real passion for helping my clients achieve their goals and aspirations, particularly in later life where some plans may have been left a little late, or have been put off due to their financial circumstances.

This is where I can help. I’ve assisted many clients be able to do the things they may not have been able to do sooner by releasing equity from their home such as - going on holiday or world cruise, finally getting that new kitchen installed, treat the grandchildren, gifting to family, inheritance tax mitigation and many more.

Being part of Equity Release Supermarket allows me to focus purely on how your property can work for you. Our innovative technology and relationships in the market allows me to provide you with fully impartial, independent tailored advice specifically for what is best for you and most importantly, provide you with peace of mind.

If you are considering releasing equity from your property, just get in touch and I would be more than happy to discuss your options with you in a friendly, approachable manner who speaks your language. I am able to facilitate face-to-face meetings, over the phone or by zoom - whichever makes you comfortable. Please also feel free to bring a trusted family member or friend along with you.

I live in Poole, Dorset. I like to make the most of this beautiful place by enjoying the beach and countryside walks, being a bit dog mad, you’ll find me stopping all the dog walkers!

I also really enjoy travelling and seeing the world, so will likely be talking all things travel too. I am very family orientated and ensure I spend time with my family and friends as much as possible.

I look forward to hearing about your life, your experiences, how you got to where you are today and how we can ensure your future holds exactly what you want it to.

What our customers
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