Simple Smart Advice 

Later Life Money

Hero-Curve.png

Equity Release Providers & Financial Specialists
Across North East & South East UK

Later Life Money is the specialist advice arm of The Money Group, a nationwide group of financial specialists who can advise on all areas of individual and corporate finance. Later Life Money is a proud member of The Equity Release Council. The Later Life Money entry can be found on The Equity Release Council approved adviser directory by visiting their website.

Steve-1.jpg

Steve Paterson - Equity Release & Later Life Finance Specialist

 

Meet our Director and Lead Advisor

 

Steve is a fully qualified independent equity release adviser and business owner. He has worked in financial services for over 25 years.

In more recent history Steve has helped people who are nearing or past retirement age plan for their futures. It is a real specialist area and requires a good overall industry knowledge along with an up to date understanding of the products available to solve the real problems for this age group.

Equity Release has seen bad press over the years due to poor advice and even worse products.

As with many things, those products are a thing of the past and with the help of a good advisor, Equity Release is now beginning to redeem its name.

Steve is here to help people locate the absolute best product for their plans. He takes a real personal stance and enters every communication with an open and honest approach.

Having access to the whole of the equity release market provides Later Life Money with the options for you to consider. We never work on a hard sell and only ever offer advice based on you, your family, and your circumstances.

Steve has now been nominated for Financial Times 'Equity Release advisor of the year' two years running and has a particularly good name within the industry. 

The list of reasons for our clients taking Equity Release products ranges from boosting their income, gifting to children and loved ones or to help them onto the property ladder, home improvements, repaying debt and much more.

Steve even made headline news in the Sunday Telegraph Financial column for helping a gentleman save his house. He nearly lost it, and all was but lost until Steve arrived. Steve does not like to let injustice go and he gave his all to save the gentleman’s home. They even keep in regular contact now and became friends through the experience.

Key to our success is taking the time to know you and your needs. In doing so, we often get to know your family too. It is important to make big decisions at this point in life together with those you love around you.

"I’m Steve, a North Easterner based in Newton Aycliffe. I love my community and love my family. I have 2 children and 2 grandchildren.

I love to keep active with bike riding and circuit training. I have always had a real passion for boxing and chair the local boxing academy.

I value family, honesty and I get a real sense of joy in helping those around me".

What do Steve's clients say about him? “We can't thank you enough for your help and patience throughout the whole equity release process. We will be recommending you to all our friends and family. However, you eat far too many biscuits” - Mary from Glasgow

image002.jpg

David Tasker - Equity Release & Later Life Finance Specialist

Meet our Later Life Advisor

 

David is an industry veteran and has worked in financial services for 36 years. 

 

Seeing how a good Later Life product transformed the life of his father-in-law, he decided to become qualified to give advice to others in a similar position.

 

David believes passionately in Later Life products and recognises the valuable benefits they can bring for those in the right situation.

Fawcett_edited.jpg

Martin Fawcett - Group Compliance Consultant

 

Martin is an enthusiastic and highly motivated Compliance & Training professional, originally from a background of sales training. In his consultancy role he provides advice on all compliance & training matters within the firm

He has 30 years of experience gained in all sectors of the financial services industry and a good working knowledge of the FCA Regulations and T&C Requirements.

Martin has a proven ability to work alongside staff, management and advisers to identify their needs, provide clear guidance and produce the required results.

Image (1).jpeg

Connor Paterson - Mortgage and Protection Advisor

 

Meet our mortgage and protection advisor

Connor is our youngest advisor, having qualified as a mortgage advisor in 2020 he has helped a number of Later Life Money clients with their mortgage and protection needs. As our mortgage & protection advisor, he advises on matters not related to Equity Release but focusses on mortgage and insurance protection. Connor looks forward to becoming more experienced and is a keen student of the industry. He particularly enjoys interacting with customers and looks forward to his face-to-face meetings.

Find An Advisor