Simon Chalk
At work
I have served clients for almost 20 years in Equity Release, and have enjoyed every minute of it. As founder of Laterliving now! I choose to work alongside people who are not only passionate advisers, but personal friends of mine that I respect and trust.
As one of the very first members of the Equity Release Council, I had the privilege of serving as Adviser Representative on its Standards Board for over two years, helping shape the rules and guidance that ensures Equity Release remains safe, and fair for our clients.
It is now my honour to serve on the Advisory Board to The Society of Later Life Advisers (SOLLA). My role, is to provide expert opinion, guidance and technical knowledge on Equity Release and the use of the home financially, such as in paying for care. I also support SOLLA by delivering presentations to its members.
In 2019 the London Institute of Banking & Finance invited me to become an ‘Item Reviewer’ for the Certificate Regulated in Equity Release (CeRER®), which involves periodically reviewing the question bank for candidates.
Click HERE to view my Linkedin profile.
At home
I live in the historic market town of Chesterfield, Derbyshire – gateway to the beautiful Peak District and home of the world-famous crooked spire.
My passion is walking in our beautiful local countryside, where you can find me most weekends with my wife Kaye, my children and our dog (colleague!) Jess.
Credentials
- Advisory Board Member June 2017 onwards
- Listed as a Recommended Speaker on Equity Release
- Member since inception
- Adviser Representative – Standards Board, May 2014 to May 2016
- Accredited Later Life Lending Professional
- CeRER® – Certificate in Regulated Equity Release
- CeLTCi – Certificate in Long Term Care Insurance
- AdvCeMAP – Advanced Certificate in Mortgage Advice & Practice
- Cert CII (MP & ER) – Certificate in Mortgage Practice & Equity Release
- CertPFS – Certificate in Personal Financial Services
- MAQ – Mortgage Advice Qualification
- RO1 Regulation & Ethics
- SOLLA Later Life Lending Advice Standard
- Certificate in Older and Vulnerable Consumer Care
Awards
- Mortgage Solutions Award – 2024
- Moneyfacts Award – 2023
- Mortgage Solutions Award – 2023
- Mortgage Solutions Award – 2022
- Moneyfacts Award – 2021
- MoneyAge Mortgage Awards – 2021
- Mortgage Solutions Award – 2020
- Moneyfacts Award – 2019
- Best broker equity release – 2016
- Equity release planner of the year – 2012
- Mortgage Strategy Awards – 2011
- Financial Adviser Mortgage Awards, Best Equity Release Adviser – 2008
- Best equity release advisor – 2010
- Financial Adviser Mortgage Awards, Best Overall Mortgage Adviser – 2008
- The British Mortgage Awards – 2007