Here at Later Life Planning Experts we are your local experts for equity release. Based in Cheshire we have been helping local people and people from further afield release money from their properties to make their lives more enjoyable

We pride ourselves in providing you with the best advice and the highest level of customer service. As experts in the equity release arena we believe in providing you with a bespoke service to meet your needs and take the worry out of the whole process

As an independent intermediary we work for you rather than any provider. With access to all available plans in the market place we work closely with you to ensure a simple and effective process in selecting the right plan for you and your needs

We believe in treating the customer ‘fairly’ and will treat you as we would wish to be treated ourselves!

We are always ready to chat informally on the phone, email or meet face-to-face to provide free advice and a no obligation recommendation. We would not charge any fees until you decide to proceed with an application. Our typical fee is £995 which is payable when your plan commences

Our high levels of customer care continues throughout our relationship with you. We will ensure we provide you with the best solution for your needs, hassle free and as quickly as possible

Nick Blunt - Financial Advisor

Nick has been in the financial services for nearly 30 years working for the some of the most well know names in the industry. Nick began his career with a major building society before moving onto one of the largest mortgage brokerages in the country. Nick then decided to relocate and was fortunate to spend some time working for one of the largest specialist mortgage brokers in the country. With that experience Nick decided to launch his own independent financial advisers which continues to go from strength to strength today.

Outside of work Nick likes to spend time with his 2 children, he is a keen golfer and likes to seek out new experiences and visit new places.

Jay Rooney - Financial Advisor

Jay has worked in financial services since 1999, and was authorised as a Financial Advisor in 2002. He started his fledgling career with Prudential, then moved to Private Practice to work as an Independent Financial Advisor in 2002, and has been doing so ever since. Although Jay is a Generalist Independent Financial Advisor able to provide advice across the full spectrum of financial planning he has been working solely in our Life & Pensions and Equity Release teams since 2018. He has called Bramhall Village, Greater Manchester “home” since 2011.

Away from the office Jay likes to travel at the weekends with his wife and their two children. He is a Manchester United fan and an avid Formula One follower.

Martin McSherry - Financial Advisor

Martin has worked in financial services for over 25 years, starting as the man from the Pru in Bristol, before returning to live in Belfast where Martin entered Private Practice. Maintaining strong relationships with clients over many years has been the foundation of his service. He identified the need to offer fully Independent Financial Advice to his clients early in his career and has strived to do this ever since. More recently a lot of Martin’s time has been focused on pension and protection options, with new and long term clients who’s needs have evolved as they get older.

Martin has obtained many Chartered Insurance Institution qualifications over the years and is always seeking Continuous Professional Development covering the full range of Financial Planning, Investment, Mortgages (including later life mortgages), Protection plans and Trusts and of course Pensions.

Call today 0161 983 0049 or Get a Quote