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.
Connor talks about his carrer and becoming a BDM as well as:
-How he manages to combine family life and work on the road
-How Canada Life reacted to the market turmoil in late 2022 and early 2023
-Th…
This episode features Stuart and Nicola talking to Ali about:
-Ali's previous jobs in the City before becoming an IFA
-Ali's first referral to me and how that changed his life
-Travel, new cars, home…
In this episode I discuss three of my favourite things: Football, Finance and Plymouth with a hero of mine, Simon Hallett.
In a wide ranging chat we discuss:
-Simon's early years living in Bristol, S…
In this episode, Dave Harris CEO of Lifetime Mortgage lender More2Life talks to us about several topics including:
-how Dave got into the industry
-Dave's views on the events of the last six months
-…
In this podcast we discuss:
-where Steve's Equity Release journey started
-The growth of Responsible Life and Lending
-Ibiza living and the new arrival
-banks and their vested interests
-Broker oppor…
This episode covers:
David's background
Who Knight Frank are
High Net Worth clients and Equity Release
Story about wealthy clients in Regents Park London
Equity Release and Estate Planning
Equity Rel…
In this episode we talk to Devon based Lifetime Mortgage professional Stuart Borthwick.
His unique ways of looking after clients and how he and Leanne balance their business with looking after twins …
Gary talks about how he used to generate leads for Mortgages and Equity Release, and how he suggests advisors do this in 2023.