0161 300 0019
Based in Manchester
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Top Rated 2025
Verified since: December, 2020
Equity Release Adviser

5 out of 5

101 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 March 2025

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

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Robert has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Whole of Market Equity Release Adviser

    Last checked: 02 January 2025

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

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

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

  • 32

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 32 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 March 2025

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

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Robert has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Whole of Market Equity Release Adviser

    Last checked: 02 January 2025

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

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

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

  • 32

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 32 first impressions)

I specialise in later life needs and financial solutions. This includes Equity Release/Lifetime Mortgages and Retirement Interest Only Mortgages (RIO's) and as a Professional Member of the Air Later Life Academy I also address needs around estate planning, wills, tax & trusts, power of attorney, long-term care, and guidance on pensions & benefit entitlements for later life clients. I am keen to discuss your needs with regard to any of the above as well as how Lifetime or RIO mortgages may be of value to you. Message or call me for a copy of my free, no-obligation pdf 'Twenty-One Myths About Equity Release'. Just to let you know ... 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.

Offers available through VouchedFor

Contact Robert through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for 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 Robert's clients

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Adviser Disclaimer

A lifetime mortgage is a long term commitment which could accumulate interest and is secured against your home. Equity release is not right for everyone and may reduce the value of your estate ​Our 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. Viva Retirement Solutions is a trading name of Viva Retirement Ltd and is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, which is regulated by the Financial Conduct Authority. ​Registered Office: 4 Severnvale, London Colney, St Albans, Herts, AL2 1TE ​Registered Company Number: 10756078 Registered in England & Wales ​© 2020 Viva Retirement Solutions