Meet Our Team

I began my career in financial services in 2008 within mainstream banking, working for two of the UK’s leading high-street banks. In 2012, I chose to specialise in Equity Release, where I have since helped hundreds of clients unlock the value in their homes to achieve a more secure and comfortable retirement.

Alongside advising clients, I have played an active role in raising industry standards—training advisers, managing adviser networks, and contributing to projects with the Equity Release Council to promote fair, transparent, and compliant advice.

I firmly believe financial advice should be people-focused, not product-led. If equity release isn’t right for you, I will say so and help explore alternatives, including RIOs and later-life residential mortgages, to ensure you have the full picture.

As an Equity Release Adviser, I’m passionate about helping homeowners unlock the potential of their property and access the funds they need to live life on their terms. With a caring approach and a keen eye for detail, I’ll guide you through every step of the lifetime mortgage process, ensuring you get the best possible outcome.

I’m driven by results and committed to finding the perfect solution for you. Whether you’re looking to supplement your retirement, fund home improvements, or support loved ones, I’ll work tirelessly to secure the right deal.

Let’s work together to unlock your future.

I’ve learned over the years that the key to helping people, is to really listen to them. Completely understanding homeowners’ needs, circumstances and aims, so I can find the best solution for them, is my passion.

I have spent the last 18 years working in financial services. My aim is to help people decide if releasing equity from their home is right for them, or whether an alternative approach is more suited to their circumstances.

When not at my desk, I like to keep busy in the community. I am a member, and past President, of our local Lions Club. We are an international charity that helps vulnerable & disadvantaged members of the community get their lives back on track, learn to help themselves, and re engage with society.

I’ve been married for over 40 years. I have 2 children & 2 Grandchildren, and my growing family consumes the rest of my time.

I am authorised to advise clients on Lifetime Mortgages. I hold CeMAP & CeRER financial qualifications, and I gained an MBA from Manchester Business School along the way.

My goal is help people live their best future.

Making decisions about your home and finances later in life can feel daunting. Many people I speak to are looking for reassurance, clarity, and the confidence that they’re making the right choice, not just for themselves, but for their family too.

With over 21 years in the UK financial services industry, I help people aged 55+ explore their options calmly and carefully. Whether you’re considering releasing equity to improve your day-to-day income, clear existing commitments, support family members, or simply give yourself more financial breathing space, my role is to make sure you feel informed, supported, and never pressured.

I cover whole-of-market equity release support and advice, and I always start by understanding what matters most to you. Releasing equity isn’t right for everyone, and part of my job is to explore alternatives and explain the implications clearly, so you can make a decision with confidence and peace of mind.

Many describe my approach as calm, friendly, and reassuring. Alongside my financial background, I’m also an experienced running coach, which has shaped how I work with people. I know progress happens at your pace, with the right guidance, encouragement, and a clear plan tailored to you.

I hold CeMAP and CeRER qualifications, along with an MBA from Manchester Business School.

My aim is simple: to help you feel in control of your financial choices, today and in the years ahead.