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Simon Bates

Simon Bates - Independent Equity Release Adviser

Hi I’m Simon

 

I’ve been involved in the Financial Services Industry for the last 20 years, initially as a financial adviser for Royal London where my role was to provide financial advice to families in the comfort of their own homes.

 

I’m a people person and still maintain relationships with my clients and their families to this day, often receiving recommendations and referrals.

 

In 2003 I joined Norwich Union/Aviva as a Financial Consultant focusing in Equity Release, Lifetime Mortgages & Home Reversion Plans.

 

During this time I became one of their most successful consultants. I found my work very rewarding and helped 100’s of people achieve their goals from dream holidays to renovating their homes or simply helping them to repay mortgages and loans, freeing up much needed capital which could then be used to enhance their retirement.

 

In June 2013, I was given the opportunity to join Equity Release Supermarket where I’m able to offer truly independent equity release advice. I would like to think that I put the customer at the heart of everything I do and if equity release isn’t right for you I will tell you.

 

I hold a diploma in financial planning and although I live in North Staffordshire I’m happy to travel nationwide to provide equity release advice.

 

Simon is also a writer of news articles on this website.

 

View Simon Bates recent list of equity release articles

 

Contact Simon:

e: simon@equityreleasesupermarket.co.uk

m: 07415 275669

 

 
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