Charlotte Browning
Aviva Equity Release Advice
0330 038 8939
Based in Plymouth
View locationVerified since: January, 2025
Equity Release Adviser
Charlotte is an Equity Release specialist, meaning Charlotte can advise if releasing equity from your home would be right for you or not. Charlotte is a Limited adviser, meaning Charlotte has access to a limited set of lenders who offer these plans, which may be provided by companies that Charlotte works with. This limitation may allow Charlotte to offer an improved service, but it’s important you understand how these products compare with others available.
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Charlotte is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charlotte's status
Last checked: 20 April 2025
Charlotte is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charlotte's status
17
Recent Client Reviews
Charlotte has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Charlotte has received 17 client reviews in the past 12 months; 100% of these have been verified
Limited Equity Release Adviser
Charlotte is an Equity Release specialist, meaning Charlotte can advise if releasing equity from your home would be right for you or not. Charlotte is a Limited adviser, meaning Charlotte has access to a limited set of lenders who offer these plans, which may be provided by companies that Charlotte works with. This limitation may allow Charlotte to offer an improved service, but it’s important you understand how these products compare with others available.
Last checked: 27 January 2025
Charlotte is an Equity Release specialist, meaning Charlotte can advise if releasing equity from your home would be right for you or not. Charlotte is a Limited adviser, meaning Charlotte has access to a limited set of lenders who offer these plans, which may be provided by companies that Charlotte works with. This limitation may allow Charlotte to offer an improved service, but it’s important you understand how these products compare with others available.
Qualifications Uploaded
Charlotte has not yet added their qualifications to their profile
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Charlotte has not yet added their qualifications to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Charlotte is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charlotte's status
Last checked: 20 April 2025
Charlotte is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charlotte's status
17
Recent Client Reviews
Charlotte has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Charlotte has received 17 client reviews in the past 12 months; 100% of these have been verified
Limited Equity Release Adviser
Charlotte is an Equity Release specialist, meaning Charlotte can advise if releasing equity from your home would be right for you or not. Charlotte is a Limited adviser, meaning Charlotte has access to a limited set of lenders who offer these plans, which may be provided by companies that Charlotte works with. This limitation may allow Charlotte to offer an improved service, but it’s important you understand how these products compare with others available.
Last checked: 27 January 2025
Charlotte is an Equity Release specialist, meaning Charlotte can advise if releasing equity from your home would be right for you or not. Charlotte is a Limited adviser, meaning Charlotte has access to a limited set of lenders who offer these plans, which may be provided by companies that Charlotte works with. This limitation may allow Charlotte to offer an improved service, but it’s important you understand how these products compare with others available.
Qualifications Uploaded
Charlotte has not yet added their qualifications to their profile
Qualifications not yet added
Charlotte has not yet added their qualifications to their profile
I have a wealth of knowledge and life experience having worked in Financial Services for 37 years, working in all aspects and types of mortgages from administration through to advice, I have also worked for a number of SIPP providers from an admin perspective, and have specialised in Equity release for the last 5 years. I now work for Aviva and have done for 2 years, I believe the products offered are flexible and suit a vast number of clients and more importantly, there are no advice fees if you choose Aviva Equity Release Advice. I offer advice on lifetime mortgages from Aviva Equity Release UK Ltd only. My only goal is to ensure that my clients are given the right advice and that I help them achieve their goals in the most cost-effective manner, also that they are given the time and space to make sure it is the right thing for them to do. As I’m so passionate about this my advice and service are completely free, also I’m a salaried adviser and therefore I receive no commission.
£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 Charlotte's clients
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Aviva Equity Release Advice is a trading style of Succession Financial Management Limited (“Succession”), which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. Succession Financial Management Limited is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 04454027.