Our equity release expertise

13 November 2019

Equity release experts 

When you look into equity release schemes, you need to find an adviser who understand the pros and cons of the different schemes and who can advise honestly how they fit with your personal circumstances. You also need an adviser who really knows the whole market, and so can find an equity release scheme that matches your needs and objectives. 

You’ve come to the right place! Our equity release scheme experts have more years’ experience than we probably care to admit! Nearly all of us have more than 30 years’ experience in financial services, and even family-man Jon Lane has more than 17 years’ under his belt. 

What’s more, we’ve all been advising on equity release schemes for a large part of our professional lives, for example Lesley Wright gained her IFS Certificate in Lifetime Mortgages in 2006.

All our advisers are members of the Equity Release Council.

Equity release award winners 

Our advisers are not just equity release experts, we’re award-winning experts! Our founder Jan Johnson took the title of National Equity Release Best Sole Trader Award in 2015, and was a finalist in that category in 2017. The following year, she led 55+ Equity Release to the finals of the Best Financial Adviser, 5 Advisers or Less category. 

Gordon Cunningham took the title Best Individual Adviser in the Equity Release Awards 2016 and was also a finalist at the British Mortgage Awards in 2017

The experience that all of our equity release advisers have qualifies them to guide you through the equity release maze expertly. 

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