Chris South
At work
I’ve worked in financial services for over 18 years, with the past 16 years serving clients purely as an Equity Release specialist. I’ve been a member of the Equity Release Council since inception. My broad experience makes me ideally placed to advise on both new equity release plans, and to review existing Lifetime Mortgages to see if better terms can be secured for my client.
I worked with Simon at a previous firm, and it’s fantastic to do so again, as we share the same ethos and values. Equity release is just one option in retirement financial planning and our role is to ensure that all alternatives are reviewed to ensure the client receives the best advice to achieve their goals.
Click HERE to view my Linkedin profile
At home
Based in Leeds West Yorkshire, I love sport and the great outdoors. In recent years I’ve become a huge mountain biking enthusiast, having joined a group that regularly bikes across Yorkshire.
I’m a committed fan of a football club based in Yorkshire; I’ll keep the identity a secret! I also love to watch cricket when the opportunity arises.
Credentials
- Member since inception
- Accredited Later Life Lending Professional
- CeRER® – Certificate in Regulated Equity Release
- CeMAP – Certificate in Mortgage Advice & Practice
- SOLLA Later Life Lending Advice Standard
- Cert CII (CF8) – Award in Long Term Care Insurance
Awards
- Mortgage Solutions Award – 2024
- Moneyfacts Award – 2023
- Mortgage Solutions Award – 2022
- MoneyAge Mortgage Awards – 2021
- Mortgage Solutions Award – 2020