Established in 2011, the company was set up by Andy Wilson, an experienced and professionally qualified financial adviser.
Andy was born and grew up in Lincoln and now has over 41 years’ experience in financial services. After 8 years with the Halifax, in 1987 he joined a well known and respected Independent Financial Adviser company in Lincoln. He successfully managed the mortgage department for many years as Director of Mortgage Services.
In addition to his expert mortgage knowledge Andy has developed a quality advice service in the growing Equity Release market.
Andy also holds nationally recognised professional qualifications including:
- The Personal Finance Society’s Diploma in Financial Planning
- The Chartered Institute of Bankers Associateship qualification
- The Institute of Financial Services Certificates in Mortgages
- The Institute of Financial Services Certificates in Regulated Equity Release
Following seven years of growth in the business, Andy was joined in January 2019 by specialist mortgage adviser Robert Drury. Robert has taken over the provision of mortgage advice for new clients. This follows a lengthy background in this area, having previously worked for Nat West, Santander and the Britannia Building Society.
In late 2021 Steve Taylor joined the team as a mortgage specialist, after 25 years working as a manager at the Halifax Bank, and then 17 years with an independent mortgage adviser firm in Leicestershire. Steve will be helping many of his existing clients to continue their goals of affordable home ownership.
Working alongside Andy is his wife Tina, who is a co-Director. Tina handles much of the administration and finances of the business. She also keeps clients informed of the progress of their cases, and deals with mortgage lenders, solicitors, insurance companies and estate agents.
Tina also controls the company credit card; if Andy or Robert need anything then Tina is always on hand to explain how they can manage without it.
Andy is proud to have been shortlisted as a Finalist in the ‘Best Equity Release Broker’ category of the national Mortgage Strategy 2021 Awards, and was a ‘Highly commended’ runner-up in the Moneyfacts ‘Equity Release Adviser of The Year 2021’.
Tina, Andy & Robert
Andy & Tina work together in offices in North Hykeham, near Lincoln, and Robert sees clients in his office in Skellingthorpe, where free parking is available on site for visitors. Steve works from his office in Branston, near Lincoln. Ordinarily, all clients are seen face to face, and all of our advisers will travel to see clients where required. ,Equity Release clients are visited by Andy in their own homes across the UK.
However, during the uncertain times caused by the Covid-19 Coronavirus , we have offered meetings using technology such as Facetime, Whatsapp video, Zoom video and Facebook Messenger for those who cannot, or do not, wish to meet face to face. We will be continuing this service after all Covid restrictions end. Please contact us and we will discuss the best option for you.
At the heart of our business is a belief that our service should always be professional, ethical and honest. We strive to meet our client’s expectations and constantly improve. However we also believe that a strong and committed sense of humour is equally as vital to a happy and successful business!