Wow! What a year!

19 December 2018 • 55+ Equity Release news

From sole trader to multi advisers

By the end of 2017, 55+ Equity Release was a well-established, well-respected equity release advisory firm, with just one adviser, our director Jan Johnson. Shortlisted for the Equity Release Sole Trader Awards in November 2017, Jan predicted that it would be the last time she would be eligible to enter that category – and she was right!

In February 2018, Jan was joined by Gordon Cunningham, another award-winning adviser, who took the title Best Individual Adviser in the Equity Release Awards 2016 and was a finalist in the British Mortgage Awards in 2017.

In April, Kevin Gulwell decided to join the 55+ Equity Release umbrella, bringing with him more than 30 years’ experience in the financial services sector. Then in August, Lesley Wright hopped on board, bringing yet more decades of experience, as well as exceptional customer service and focus.

It’s amazing to have a team of such experienced advisers, who are all committed to the 55+ Equity Release ethos of always acting in our clients’ best interests,” commented founder Jan Johnson. Individually we are all extremely strong advisers, but there is a saying that the sum is bigger than the parts. Having a team of exceptional advisers means we can bounce ideas off one another and problems solve together, to find even better solutions for our clients.”

Equity release advisers around the country

Taking on advisers around the country means 55+ Equity Release is now able to help even more people realise their dreams through over 55 equity release schemes. As well as continuing to help over 55s in our established base of Kent, Sussex, Surrey and Greater London, 55+ Equity Release is now able to advise people living in:

  • Cambridgeshire, Essex, Hertfordshire and Suffolk (Gordon Cunningham)
  • North Yorkshire and East Riding (Kevin Gulwell)
  • Northamptonshire, Bedfordshire, Hertfordshire, Buckinghamshire, Warwickshire, Leicestershire, Cambridgeshire, Norfolk and Suffolk (Lesley Wright)

Equity Release Awards finalist

2018 has seen continued national industry recognition for 55+ Equity Release, an acknowledgement of the high standards that we adhere to at all times and how we work to improve the reputation of the sector. We were finalists in the 2018 Equity Release Awards Best Financial Adviser, Five Advisers or Less category. This achievement builds on our previous success in the Sole Trader category, as the Winner in 2015 and Finalist in 2017.

2018 has been an awesome year for 55+ Equity Release. We would like to say a huge thank you to all our lovely clients who put their faith in us – and to our professional referrers who trust us to look after their clients. Here’s to a rocking 2019!

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