0330 038 8940
Based in Bournemouth
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Top Rated 2025
Verified since: December, 2020
Equity Release Adviser

4.9 out of 5

71 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 April 2025

    Liz is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Liz's status

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Liz has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Whole of Market Equity Release Adviser

    Last checked: 13 August 2024

    Liz is an Equity Release specialist, meaning Liz can advise if releasing equity from your home would be right for you or not. Liz is a Whole of Market adviser, meaning Liz has access to a sufficient range of lenders who offer these plans, and is in no way limited to products provided by companies Liz works with.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Liz has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Liz

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Liz (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 April 2025

    Liz is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Liz's status

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Liz has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Whole of Market Equity Release Adviser

    Last checked: 13 August 2024

    Liz is an Equity Release specialist, meaning Liz can advise if releasing equity from your home would be right for you or not. Liz is a Whole of Market adviser, meaning Liz has access to a sufficient range of lenders who offer these plans, and is in no way limited to products provided by companies Liz works with.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Liz has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Liz

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Liz (based on 5 first impressions)

I have been working in the financial services advisory sector for nearly 40 years with a key focus on providing quality advice to clients to meet their needs. I have extensive experience of the mortgage industry but more latterly, following my retirement from a long career in banking, I have turned my attention to advising the over 55’s who wish to use their housing wealth to meet a wide range of needs. Being in that age bracket myself I can fully appreciate the challenges faced when considering retirement and the range of conflicting priorities such as supporting adult children to achieve their dreams, repaying existing mortgages, or simply wanting a better retirement. In 2019 I was lucky enough to be invited to be a member of the Equity Release Council’s standards board where I use my experience and expertise to assist the Council to ensure quality and safe equity release advice is delivered across the industry. Just to let you know ..... viva Retirement Solutions fee for arranging a Lifetime mortgage is £750 payable only on completion. Research has shown that some companies charge over £1,500 or 1.95% of the loan, whatever is greater, for this service including a letter of suitability. Equity release will reduce the value of your estate and could affect eligibility to means tested benefits. I will be able to assess and explain this to you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Liz's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Mortgage value

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Clients' level of financial expertise

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