0330 038 8942
Based in Chelmsford
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Top Rated 2025
Verified since: December, 2020
Equity Release Adviser

5 out of 5

64 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 April 2025

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

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Shaun has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Whole of Market Equity Release Adviser

    Last checked: 17 February 2025

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

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

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

  • 9

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shaun (based on 9 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 April 2025

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

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Shaun has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Whole of Market Equity Release Adviser

    Last checked: 17 February 2025

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

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

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

  • 9

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Shaun (based on 9 first impressions)

I have worked in the financial sector for 20 years and have gained a wealth of experience within client services and helping to deliver solutions that best fits a client’s needs and requirements. I feel very proud to have joined such an experienced and highly regarded team and I'm looking forward to the challenge faced in resolving key issues around later life. These important questions faced in retirement has drawn me to this rapidly evolving marketplace. I'm fully qualified and have recently expanded my qualifications by way of completing the CEMAP Diploma. I am married with a wonderful wife, 1 son and living in Essex. I like to keep fit through my weekly running club, however my young son always manages to keep me active. It is my objective to give my clients a better understanding around later life lending and to provide them with the best opportunity in making suitable and beneficial decisions to deliver a happy retirement. viva Retirement Solutions fee for arranging a Lifetime mortgage is £995 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 Shaun'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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