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 42 years’ experience in financial services. After 8 years with the Halifax Building Society, 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
Expansion and Growth
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 Robert or Steve 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; he won a ‘Highly commended’ runner-up accolade in the Moneyfacts ‘Equity Release Adviser of The Year 2021’, followed in 2022 by a ‘Commended’ award in the same category. Andy was further awarded a ‘Highly Commended’ certificate in the Later Life Lending Awards 2022 in the category of ‘Consumer Champion’. These awards were significant given that we have just one Later Life Lending adviser and were up against larger national advice firms.
Tina, Andy & Robert
Andy & Tina work together in offices in North Hykeham, near Lincoln. Robert sees clients at his office in Skellingthorpe, where free parking is available on site. Steve works from his office within Hurstons Accountants offices on the High Street in Lincoln. Ordinarily, all clients are seen face to face, and all of our advisers will travel to see clients where required. All Equity Release clients are visited by Andy in their own homes across the UK.
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 vital to a happy and successful business!