Meet our equity release team
Our friendly, award-winning advisers have several things in common:
- Extensive experience
- We always act in our clients’ best interests
- We devise tailored solutions to match your individual needs
- We deliver transparent advice in language you understand
- A commitment to exceptional customer service
The founder of 55Plus Equity Release, Jan developed it into one of the most successful, award-winning, sole-trader over 55 equity release scheme businesses in Britain by always putting her clients first. She’s now expanding 55Plus Equity Release so we can help even more people realise their dreams through honest, transparent advice. The winner of the National Equity Release Best Sole Trader Award in 2015 and a Finalist in the same category in 2017, she led 55Plus Equity Release to being a finalist in the Best Financial Adviser, 5 Advisers or Less category in 2018. These awards come from delivering excellent service and advice consistently: in the 30 years that Jan has specialised in financial services she has offered unrivalled levels of personal service and tailored solutions to meet her clients’ needs. Previously with Banco Santander for nearly 25 years, there is not much Jan doesn’t know about mortgages of all shapes and sizes, but for your added peace of mind she is CeRER Adv CeMAP qualified and is a member of the Equity Release Council.
With more than 40 years’ experience growing businesses, Adrian is our Business Development Director. His role is to realise sustainable growth that is aligned with our core values of honesty and integrity. He is also responsible for developing systems and processes that support our advisers in delivering consistently excellent customer service. A chartered surveyor by training – and a pianist and composer in his spare time – Adrian brings strategic thinking, an eye for detail and dogged determination. He is particularly interested in hearing from advisers and professional associates – financial planners and wealth managers, solicitors, mortgage brokers, home care companies and home improvement companies – who, like us, put their clients at the heart of everything they do.
Gordon brings over 30 years’ experience in the financial sector to 55Plus Equity Release and our clients, including training the next generation of advisers and delivering technical support. He is also an active member of the Equity Release Council and sits on one of their sub groups. With more than a decade specialising in over 55 equity release, Gordon was named Best Individual Adviser in the Equity Release Awards 2016 and was a finalist at the British Mortgage Awards in 2017. Gordon holds many financial services qualifications, including all those required for equity releases schemes. On joining 55Plus Equity Release, Gordon said: “It’s great to be joining an organisation that is going from strength to strength by putting the customer first at all times.”
Lesley Wright has over 35 years’ experience within the financial services sector, more recently specialising in equity release schemes, gaining her IFS Certificate in Lifetime Mortgages in 2006.
Working for various organisations, and in a range of roles, Lesley has been responsible for developing successful, long-term relationships with both private and corporate clients; finding the best financial solutions to meet individual needs; project management to ensure applications run smoothly and clients are kept informed at every stage of the process; and recruitment and training of new staff. Having refined her skills in these areas over the years, she brings exceptional customer service and focus, with an ability to get on with people from all walks of life, supported by superb organisational skills. Lesley is a member of the Equity Release Council.
Graham has accumulated a wealth of knowledge of the equity release sector throughout his 21 years in the financial service industry, specialising in equity release for the last nine. Graham is an excellent communicator and is able to clearly break down complicated financial areas with his customers, regardless of how well they knew the sector prior to meeting.
Throughout Graham’s impressive career he has gained experience in all sides of business, including training and recruiting new staff; business development; creating bespoke equity release plans for customers and team building. Graham is a member of the Equity Release Council.
Chris wrote his first ever Equity Release plan in 2012 for a customer who had been left in debt by her late husband. In their final meeting, she grabbed his arm thanked him for giving her life back. This moment became the catalyst for Chris to specialise in Equity Release, realising its ability to support people in achieving their goals, or help in a time of need.
Chris has since accumulated knowledge in all areas of the Equity Release sector, from helping his clients find the right plans for their unique circumstances, to training up new advisers, and ensuring proper compliance with Terms and Conditions. He is a member of the Equity Release Council, so you’ll know you’re in safe hands! Outside of work, Chris is a keen sportsman and has a background in professional cricket.
Mike has more than 40 years’ experience in the financial services industry, including 18 years of being an Equity Release specialist and member of the Equity Release Council. He holds a wealth of knowledge from a variety of different companies and sectors, providing a comprehensive and holistic understanding of his clients’ motivations, and how to best achieve their financial dreams in later life.
Driven to deliver high levels of customer service and assistance, Mike prides himself on being able to share his extensive knowledge of finances with his clients in an accessible way, to guide and support their Equity Release journey from start to finish. As a result, Mike often travels to meet with clients personally, or talks through difficult decisions from his home in Oxfordshire.
Pat has been immersed in financial services for over 20 years, supporting her clients with the tailored advice they need and the mortgages, pensions and investment plans that best suit their unique circumstances. It was within this work that she discovered an affinity for Equity Release and the solutions it can provide in later life and retirement, eventually gaining her qualification as a member of the Equity Release Council.
Despite holding a diploma as an Independent Adviser, Pat is committed to furthering her learning within the financial services sector and expanding her rich knowledge base. Outside of her work, she is a passionate reader, traveller and successful business owner.
Jack has worked in Financial Services since 2014, with experience operating alongside both advisers and lenders. This has given him a well-rounded knowledge of the Equity Release sector, as well as a foundation of key business disciplines across various sides of the sector. This includes; finance, account management, training and operational systems.
In his role as Office Manager, Jack not only supports our advisers in delivering the best possible service, but keeps our clients updated throughout their lifetime mortgage journey.
‘The application process was quick and easy with the occasional ‘wrinkle’ being ironed-out by the adviser’s hard work and expertise.’L King, successful over 55 equity release applicant, London