WHO WE ARE
Meet the team who can help you maximise your income from your property
A bit about us and what we do
As part of the LV= Group, we specialise in providing trusted, regulated financial advice. All recommendations made by our advisers are from products across the whole of the market.
Our advisers are experts in their field and are skilled at discussing potentially complex concepts so that you feel comfortable at all stages of the process.
ADVICE & GUIDANCE
Hand over the hard work of equity release advice to us and we'll get the best outcome for you.
Here are some reasons to get in touch…
- Recommendations from across the market. Our advisers look at products that have been carefully researched from across the whole of the market.
- With years of experience between them, our advisers can guide you through the advice process, and work to find a solution that suits you.
- If you choose to get advice we’ll clearly explain our fees and how to pay them.
- We’re strictly regulated by the Financial Conduct Authority and we’ll help you safely make the most of your money.
MEET OUR EXPERT ADVISERS
Our team will help you understand your choices clearly and simply
CEMAP AND CERER QUALIFIED EQUITY RELEASE ADVISER
Carly
With over 20 years in regulated financial services and more than 5 years specialising in equity release, I provide fully independent, whole of market advice to help you find the most suitable lifetime mortgage. I work with homeowners to unlock property wealth and enhance your retirement lifestyle. My focus is on clear guidance, ensuring you understand the implications for you and your family, delivering tailored solutions that offer long‑term peace of mind.
CEMAP AND CERER QUALIFIED EQUITY RELEASE ADVISER
Guy
I started working in equity release in 2014 and have a huge passion for customer care. I have dealt with clients in the financial services sector on a telephone and face-to-face basis for over 20 years, which has included working within mortgage and home finance for over 15 years. I like to go the extra mile to give the more personal touch and I’m a great listener. I look forward to offering a bespoke and tailored service as each client requires their own unique experience.
CEMAP AND CERER QUALIFIED EQUITY RELEASE ADVISER
Katy
I have over 25 years of experience in financial services. I specialise in helping clients explore equity release and all the options they have with clarity and confidence. As these are important financial decisions, I focus on explaining everything in a clear and simple way to make the process feel calm and manageable. My aim is to always provide honest transparent advice and to support my clients every step of the way, so they feel comfortable and fully informed about their future.
CEMAP AND CERER QUALIFIED EQUITY RELEASE ADVISER
Liam
I have worked in the financial service industry for over 14 years and have been an equity release adviser since 2016. I pride myself on providing bespoke equity release solutions tailored to my customers later-life goals and personal circumstances, including looking at all the alternatives that may be available.
CEMAP AND CERER QUALIFIED EQUITY RELEASE ADVISER
Nina
As a whole of market equity release adviser, I will explore all your options to ensure I can find the best solution for you. I enjoy getting to know my customers and realise how important it is to fully understand your current situation and future goals, so I can provide the best possible advice, at a pace that suits you.
CEMAP AND CERER QUALIFIED EQUITY RELEASE ADVISER
Radha
With over 16 years of working in regulated financial services and over 5 years of specialised experience in equity release, I am CeMAP and CeRER qualified and registered with the Equity Release Council. I provide expert guidance as a whole of market independent adviser, assisting a diverse range of clients. My extensive knowledge of equity release products and commitment to delivering outstanding service ensure that my clients receive tailored solutions to meet their needs.
CEMAP AND CERER QUALIFIED EQUITY RELEASE ADVISER
Richard
I’ve worked in regulated financial services for nearly 20 years and have offered equity release advice for 13 years. Considering something like equity release is a huge decision, and there can be a lot to weigh up. My job is to get to know you, look at what you hope to achieve and give you professional, honest, and well-rounded advice. If equity release is the right solution, I will see everything through to completion with you.
MEET OUR CUSTOMER SUPPORT SPECIALISTS
Your first contact for equity release
As customer support specialists, our role is to be an initial contact point to help clients at the early stages of their information gathering journey. One of the main services we offer is a free eligibility check so that clients can have confidence that they are more likely to be accepted for an equity release plan should they decide it’s something they wish to pursue. This also ensures customers are not disappointed further down the line as a result of something that could have been highlighted earlier.
Amy
Jay
Call us to get the ball rolling today 0800 756 8059
Lines open 9am to 5pm Monday to Friday
For TextDirect: First dial 18001
We may record and/or monitor calls for training and audit purposes
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