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Peter Wallace

Peter Wallace - Independent Equity Release Adviser

Hi I’m Peter

 

My experience as a financial adviser started over 20 years ago where I began my career as a mortgage adviser with General Accident, then moving to Legal & General where I advised within branches of the Yorkshire Building Society.

 

My introduction into later life advice began with Care Fees planning of the mother of a client who needed to go into residential care. I witnessed first-hand how stressful this was for all of the family and recognised the need for advice in this area.

 

Since then, I have specialised in the areas of Care Fees planning and Equity Release whilst attaining CII qualifications in his niche area of retirement planning. I am also an accredited member of SOLLA – the Society of Later Life Advisers which is a trade body recognising advisers having the specialist skills, knowledge and empathy to deal with older clients.

 

My aim is to help people reach decisions that are right for themselves in a clear and understandable way, whilst keeping in mind that we are all individuals, and that one person’s needs and wishes are never the same as another’s.

 

I am based in Cheshire with my wife & would be delighted to assist you wherever you are in the UK.

 

Peter also contributes to news articles on this website.

 

View Peter’s recent list of equity release articles

 

Contact Peter:

e: peter@equityreleasesupermarket.co.uk

m: 07828 179707

 
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