About Trusted

Local

We are based in Cambridgeshire, and will come to meet with you in your home or another convenient location at a time that suits you. We are happy to offer telephone consultations or can arrange calls over a video platform such as Zoom. We always act with the client's best interests at the heart of any decision-making.
So, for example, if we believe that equity release is not the right choice, we will say this.

Later Life Lending Specialist

As specialist advisers we have access to a carefully selected panel of reputable providers. We can also access the whole of the market in order to find the right product to suit your needs. We will always recommend the best solution available.

Fully Accredited

I am a fully accredited member of the Society of Later Life Advisers (SOLLA). The aim of SOLLA is to raise awareness of potential financial issues in later life and help consumers find a local adviser who is well-qualified to provide advice for older people and their families.