I hold formal equity release qualifications from both the Chartered Insurance Institute and the Institute of Financial Services (now the London Institute of Banking and Finance).
The Society of Later Life Advisers (SOLLA) was established in 2008. It is dedicated to ensuring the highest standards of regulated financial advice. I am proud to sit on SOLLA’s advisory board, and to deliver SOLLA ‘Advanced Planning’ workshops.
From 2014 to 2016 I served as the Adviser Representative on the Standards Board of the Equity Release Council (ERC), the industry body for the equity release sector. The Standards Board develops the rules and guidance that all ERC members adhere to.