This series explores all aspects of Lending, mainly for over 50s who own their own home. Episodes explore all aspects of the industry by speaking to key people such as Lenders, Brokers, Solicitors and underwriters. The aim of the series is to provide a catalogue of podcasts that provide potential clients with real insights to how the industry and products work.
This is intended for intermediary use only and has not been approved for customer use.
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This is intended for intermediary use only and has not been approved for use with customers
Sanjay and I discuss his career, family and what he does to relax.
‘This is intended for intermediary use only and has not been approved for use with customers.’
Ben and I discuss his Wills, Trusts and Power of Attorney business.
Craig discusses his previous career, what happened in 2023 and his first six months at Paymentshield.
In this episode I discuss the final three in each of the Advisor and 'Other' Categories in the Mortgage Solutions Awards on Thursday January 25th.
I also have a guess at who I think may win each cate…
An interesting chat about the launch of the Advice Guru website and how it will benefit Consumers and Advisors to support the growth of compliant Later Life Lending in 2024 and beyond.
Join us for the end of year quiz featuring many of your favourite guests from the podcast in 2023.
In this episode, we talk to Stuart Wilson (Chairman of Answers in Retirement) about the 2023 AiR Awards which took place on Thursday 30th November.
I also managed to catch up with some of the Award w…
A wide ranging discussion about Intellectual Property Law with my guest Joshua Chauhan of Wolferstans Solicitors including:
-How Josh first became interested in law and specialising in this niche are…
Stuart and David talk about a variety of subjects including:
-The recent popularity of one of David's posts on Linkedin
-The reasons behind this
-Advisors needing to show that they are not selling Eq…
-Lisa describes the life of a BDM
-Listening to all the Podcasts in the car
-Lisa Podcast vs Steve Wilkie's Ibiza Pod!
-The main question Brokers are asking
-Unusual ways to meet your Broker
-The Sky…
Jon Dunckley and I discuss a wide range of topics including:
-Creating a great work/life balance
-The importance of family
-The power of goals
-How Jon's autism influences him
-using your strengths i…
-Leaving the Equity Release industry
-Changing industry and settling in
-Using transferable skills to succeed
-Hattie's early career
-Fraud in the sector and how to prevent it
-supporting vulnerable …
Matt and I discuss many topics including:
-the latest at the Rugby World Cup
-Matt at Loughborough University
-Moving to many happy years at Nationwide Building Society
-A career change moving to Equ…
In this episode I speak with Pat Bunton, Strategic Advisor at Livemore about:
-His early career and the growth of London and Country
-Selling L and C to Experian for £177 million in 2018
-The 'no fee…
Daniel and I discuss:
-his previous career as a Centre Parcs Instructor
-starting in the Later Life Lending market with Pure
-Daniel's day to day role
-Who Advise Wise are and what they do
-New tech …