Meet the TeamOur 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 55+ Equity Release, Jan developed it into one of the most successful, award-winning, sole-trader businesses in Britain by always putting her clients first. She’s now expanding 55+ 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, in the 12 years that Jan has specialised in equity release 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.
Jan provides advice on equity release mortgages for people living in Kent, Sussex, Surrey and Greater London.
Gordon brings 30 years’ experience in the financial sector to 55+ 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 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 release. On joining 55+ 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.”
Gordon provides advice on equity release mortgages for people living in Cambridgeshire, Essex, Hertfordshire and Suffolk.
Kevin has 30 years’ experience in the financial services sector, with more than 15 of these advising on equity release mortgages. Based in Yorkshire, Kevin works with our customers and professionals in the North East of England, helping them to fulfil their dreams and achieve their goals.
Kevin has specialised in equity release since 2002. His industry and product knowledge, combined with his high standards and focus on client care, have most recently led to him training and supervising other equity release advisers.
Starting his career in retail management, Kevin moved into financial services in 1988, first with Refuge Assurance, before moving onto Pearl Assurance and then Norwich Union. It was after five years at Norwich Union acting as a consultant to British Rail employees on their pension funds that he moved into the Personal Finance Division and started advising on and writing equity release mortgages.
This was where he found his niche, and he has never looked back! Leaving Norwich Union in 2008 to join an independent equity release venture, Kevin developed successful relationships with other professionals, helping them to help their clients by offering expert advice for those who no longer qualified for conventional mortgages.
On joining 55+ Equity Release, Kevin said: ‘I am delighted to be able to bring my expertise to 55+ Equity Release to help even more people fulfil their dreams by offering our expertise and exceptional customer experience to people in Yorkshire and East Riding.’
Kevin provides advice on equity release mortgages for people living in North Yorkshire and East Riding.
Lesley Wright has over 35 years’ experience within the financial services sector, more recently specialising in equity release mortgages, 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.
On joining 55+ Equity Release, Lesley said: “I am delighted to be joining an organisation that is growing successfully on an ethos of finding the right solutions for its clients. I am looking forward to applying my product knowledge and my business and interpersonal skills, which I have developed over the years, to provide exceptional customer service for people aged 55 and over considering equity release financial solutions to enable them to live more comfortably or to realise their dreams.”
Lesley provides advice on equity release mortgages for people living in Northamptonshire, Bedfordshire, Hertfordshire, Buckinghamshire, Warwickshire, Leicestershire, Cambridgeshire, Norfolk and Suffolk.