Meet the 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 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.
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.”
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.’
What our clients say
“I was recommended by a family member to contact Jan Johnson at 55+ Equity Release for advice and help on how to obtain Equity Release on my property. Jan explained the procedures thoroughly and my application was successful. The money has given me the opportunity to renovate my home. I highly recommend Jan Johnson for her expertise and professionalism.”