The New Equity Release Lady

  Week 3 Its all about me! Well I had a very interesting email from Stuart saying that he had copied his wife in as she is also studying for her Equity Release exam and would I like someone to compare notes with.   Amazing, these guys really are the gift that just keeps giving.   I haven’t even given them my decision yet and hell yeah, I would absolutely love a study buddy.   Studying for this exam has been lonely and doing it all on your own isn’t much fun at all. My decision! After reflection I still had a few questions, how realistic are my expectations? I spoke to Sami who answered all my questions with honesty.  I was able to make my decision that I would trust my instincts and go for it.   I’ve left the corporate world and am now embarking on a new adventure with a family business with innovative ideas and fantastic values.   I really admire its ethos to lead the way for female advisors to give an educated approach for homeowners over t...

  Goodbye Corporate World - Week 2 What Will I do ? Well Sami was as good as her word and phoned me on Monday, only problem was I was the passenger in the car with my stepdaughter who is a learner driver.   Anyone that’s been on white knuckle rides with learners, knows you need your wits about you despite desperately wanting to answer Sami’s call, I just couldn’t risk life and limb. Its ok all was not lost Sami sent me a message and call set up for tomorrow.   I’m normally the one making these types of calls to chat to prospective employees and now yes, I’m nervous, how on earth do you make the right first impression over the phone? The call went well, a Zoom call was arranged to speak to the other MD Stuart Powell on Thursday. Quick update on the running…. I actually quite like it, my knees don’t, however I’m not giving up.   I enjoy the energy it has given me, I can do some of my best thinking whilst trying to shift lockdown pounds, well stones! So on...

 Week 1 What Have I Done? Yesterday I said goodbye to my corporate world of 32 years and today start my new venture into the world of Later Life Lending.   I start my day with mixed emotions “What have I done and who will employ me now? To when shall I take the dog out and what shall I have for breakfast?”   So, I jump in with both feet and attempt to run (anyone that knows me normally the only place I run to is the bar).   Spurred on by my inner monologue I actually ran 5k for the first time ever in my 49 years on the planet! I was so surprised that I’ve achieved something I never thought I was capable of, I then decided that I was absolutely right and had made the right decision and it was time to pick up my Equity Release study manual. My initial thoughts were this is common sense, I really liked that clients were truly put at the heart of everything.   Some clients are vulnerable and do need advice and support. On my second day, I could hardly move b...