Professional Advice
Years of Experience
Award-Winning
Ian’s Story And Expertise
Having spent almost 30 years in financial services, I have now specialised in equity release and lifetime mortgages for 20 years. My focus is on helping homeowners aged 55+ access the wealth tied up in their property in a safe and regulated way, whilst maintaining security to remain in your home, and giving you peace of mind. Each client of Equity Release Guru receives personal, tailored guidance based on their individual circumstances, ensuring that every decision you make is well-informed and stress-free
Awards And Professional Recognition
Throughout my career, I’ve been twice awarded Equity Release Adviser of the Year at the British Mortgage Awards, an honour voted for by industry peers. These awards reflect my commitment to safe, independent advice and highlight the trust my clients and the wider industry place in my expertise. Recognition like this motivates me to maintain the highest standards in every consultation.
Professional Associations And Ethical Commitment
Being a member of the Equity Release Council ensures that all the advice I provide is fully regulated and carries legal guarantees to ensure the upmost safety and protection from my customers.
Over the last 20 years most of my work has been referred to me by professional connections such as accountants, solicitors and other financial advisers that do not have the level of experience that I do, as well as lots of recommendations from existing customers. I’m also very proud that over that time I have built up a great relationship with several charities that pass their customers to me for advice, such as several local Age Concern charities
Personal Touch And Client Relationships
I live in a little village called Rainford, and now my twin daughters are away at university I have more time to enjoy hobbies like golf, tennis and playing the guitar, which helps me maintain balance outside of work.
I’ve also had a season ticket at Anfield for over 30 years which doesn’t always help to reduce the stress! Many of my clients come through referrals from friends, family, and professional networks, a testament to the service, care, and attention I provide.
I take pride in offering a personal, approachable experience while guiding clients through complex equity release decisions
Simple, Supportive Approach to Equity Release
As an equity release advisor, I keep things straightforward from the outset, helping you understand what matters without unnecessary complexity. My role is to provide clear, honest equity release advice so you can make decisions based on facts, not pressure or confusion.
As an equity release specialist, I take a personal approach to every conversation, making sure your circumstances are properly understood—whether you’re in Liverpool or elsewhere in the UK—so the guidance you receive reflects your own priorities rather than a standard template.
I explained everything at a pace that feels comfortable, so you always know where you stand and what each option means in practical terms. If you’re at the stage where you want a clearer picture of what your options could realistically look like, you can get in touch with me through Equity Release Guru to discuss it in a straightforward conversation.
