Meet the team

I have been in the industry since 2001, thanks to my flexible hours I am able to enjoy playing squash still at 52, play 5 a side football and long walks with the boy Joe, the four legged version that is!

I’ve chosen the Equity Release route as I believe it is another level into my clients financial DNA and from my point of view is another tool in the box to be able to help people. It’s taken off really well for me and I really enjoy this licence – I feel like I am adding value to someone’s life and I feel very privileged to be able to help what we would call vulnerable customers make their financial situations better and more suitable for them – they have worked hard for their property all their lives so it’s nice to be able to facilitate that property paying them back.

Central to the success I’ve had this year is the support from the JM advisers and their referrals – they are very valuable to me and the customers. But for you as the referring, put simply, the bottom line is that a typical referral is worth north of £500 for what could be a 5 minute conversation for you.

So what’s ahead for 2023?

It’s systems go for 2023 already. Preeti Ferrier representing the Midlands and Ben Peart representing the South have joined the project team and are already bringing some great ideas to the table.

Just Mortgages is also joining the Equity Release Council which is a huge accolade in the ER market. For those that don’t know, the council was set up to protect homeowner interests and to promote high standards in the equity release sector. As members we will work alongside them to build understanding and confidence in the sector. The Council is the representative trade body for UK Equity Release with hundreds of firms registered which include financial advisers, solicitors, lenders and surveyors etc. We are delighted to be taking this step and are very confident that our membership will help you gain more leads and therefore more help for your customers. Afterall, we know how important your reputation is to you, ours is too.

We will be doing more work on marketing and external lead sources in 2023 and of course the doors are always open for those amongst you that are considering getting the licence yourselves. There are 2 routes available to you as follows:

The first is for those who do not have the qualification. You can either go and get it yourselves via the LIBF or you can take advantage of the internal training program that Just Mortgages has on offer. This program includes study help, test papers and weekly video meetings to help you gain your knowledge. The cost of the exam is also included which you can book at your leisure at the end of the study program.

The second is for those who already have the qualification. We hold induction training and licensing and then offer you a whole host of benefits to gaining and maintaining the licence. We know we have a unique proposition so if anyone would like any further information on either of these programs then please contact any member of the Equity Release Team or your fully briefed Area Director.

So to close our 2023 plan summary we are looking at the future, the opportunities on the table for all of us and the support we can offer to all of you either by servicing your leads or helping with your licence. Our newsletters will continue to keep you updated and our doors are always open for anything you want to know.

Thank you for your support in 2022 and remember that to refer Equity Release business you simply complete this link: https://just-mortgages-equityrelease-referral.paperform.co/ or scan this QR code: