Services

Each contract is individual, and needs personal proposals to bring it to life, and to ensure the recommendations put you at the forefront of your market.

We begin with a 30 minute online call to discuss, without obligation, your objectives and challenges.

If I feel I can provide you the best outcomes, or engage my other specialist partners, I will guide you on the ways forward I would recommend, with an outline of timings and delivery expectations.

There are a number of routes forward, that will include the options of physical onsite visits, remote work, team meetings, and detailed written reports that position discussion frameworks and final proposals.

Distribution modelling
Later Life services and holistic planning
Best Practice & Advice process
Compliance file checking
Mentoring
Referral models
New product positioning/launches
Vulnerability & Capacity (via my specialist partners)
Training and advice support mechanisms (Direct with Maverix or via specialist partners)
Support report preparation for variation of permissions or PI insurance submissions

"Stuart is a thorough and focused financial services professional. During my time working with him he shared his considerable experience and knowledge with me and provided me with valuable support. I would not hesitate to recommend Stuart and would happily work with him again in future"

"Stuart is an absolute expert on all things equity release, and was a pleasure to deal with. He always makes time for any questions or queries you may have, and is passionate about everything he does"

"Stuart has provided insight and support throughout my journey in the later life lending sector. He always returns a call or email and genuinely has the time for you. A rarity these days but one that shows real care and interest for you, your business and our sector as a whole. His success is built on this approach and is well deserved"