0330 038 8940
Based in St-Leonards-on-sea
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Top Rated 2025
Verified since: June, 2023
Equity Release Adviser

4.9 out of 5

117 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 March 2025

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

  • 43

    Recent Client Reviews

    Verified reviews: 100%

    Katie has received 43 client reviews in the past 12 months; 100% of these have been verified

  • Whole of Market Equity Release Adviser

    Last checked: 18 November 2024

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

  • Qualifications Uploaded

    Qualifications not yet added

    Katie has not yet added their qualifications to their profile

  • 51

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katie (based on 51 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 March 2025

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

  • 43

    Recent Client Reviews

    Verified reviews: 100%

    Katie has received 43 client reviews in the past 12 months; 100% of these have been verified

  • Whole of Market Equity Release Adviser

    Last checked: 18 November 2024

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

  • Qualifications Uploaded

    Qualifications not yet added

    Katie has not yet added their qualifications to their profile

  • 51

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Katie (based on 51 first impressions)

I pride myself on providing the best service I can, and making the complex simple to understand. I have been in financial services for many years, and I decided several years ago that I wanted to specialise in later life finance to help customers over 55, because I love how rewarding it is to help the older generation of people achieve their (sometimes life changing) financial goals. I focus on lifetime mortgages/retirement mortgages and equity release advice. My clients are always so grateful for my help, and I am proud to work with Viva, whose values and dedication to providing great advice solutions align with the ethics I pride myself on in helping my customers. By accessing the equity in their hard earned homes, I can help ease any financial pressure my customers, or their families, might have, and I love how rewarding that is! It all started with my own father looking into equity release, and once I understood it, I actively encouraged him to proceed, because it would allow him a better quality of life into his retirement and ensure he didn't have to work every hour sent! I'm a whole of market advisor, which means I'll look at all the lenders and products available in the market to find the best rate/product for you, and the flexibility available that might be needed. Being a great advisor is more than knowing about the market, it's about seeing each person as a complete individual, with their own life, hopes, goals and wishes! Understanding what people want to achieve, and then how best to reach their goals for them; both short term and long term. I love it, and I feel it is my main purpose in life to make the lives of other people easier and more fulfilling; rather than just grinding away because they 'have to', and just working/living to exist and pay bills! Outside of work you can find me spending time with my friends and family (who I'm thankful are all relatively close by), and spoiling my house rabbits Muffin & Evie with their favourite treats (nobody can say no to those faces!) I look forward to helping you, and/or your family soon.

Offers available through VouchedFor

Contact Katie 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 Katie's clients

Based on responses provided by clients who have reviewed this adviser

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