I have worked in the mortgage and financial services sector for almost twenty years and have been a consultant within Partners Wealth Management since 2006.
I cover all aspects of financial advice including pensions, investments and protection.
My specialty lies in the mortgage and equity release market, allowing clients to more fully utilize their assets, particularly in retirement.
We are completely independent and work with all the high street banks and lenders as well as the more boutique private banks who are able to offer a more tailored proposition.
With main residences often equating to a quite large percentage of an individual’s wealth, being able to access the equity is often a very cost effective way to fund other investment and lifestyle choices.
I currently hold the Diploma in Financial Services and I am working towards Chartered status