I founded Advise Wise in 2018 with the belief that independent equity release advisers should be armed with
cutting-edge technology, to allow them to focus on what‘s most important: great advice.
Day to day I help drive the overall company vision, whilst being heavily involved with the design and User
Experience (UX) of the software we release. I believe our software shouldn‘t require a manual and should be
simple yet powerful.
Outside of work, I enjoy bodyweight exercises (known as Calisthenics) and playing golf at the weekend. I am also
often found upside down trying to perfect the freestanding handstand.
Nearly 15 years experience in financial services covering everything from sales and marketing, product design,
advice processes, product funding and system efficiencies. One of the UK's leading experts in the equity release
Still enjoy software development and data analysis in SQL and one day will make use of the Biochemistry degree!
Always looking for new ways and challenges to improve outcomes for people in my roles.
With five years of experience in the finance industry and a focus on later life lending, I bring a wealth of knowledge and expertise to my role at Advise Wise.
My passion for helping people when it comes to business development is matched only by my love of the great outdoors. Whether I’m hitting the trails for a hike or working on my fitness, I am always looking for new challenges and ways to improve.
Dedicated to providing the best possible service to my clients, I am committed to staying up-to-date with the latest trends and developments in the industry.
I run the Mortgage Club helpdesk - providing technical support to brokers when required. Performing live demos of
the platform and helping brokers place cases with the right lender.
In my spare time I’m usually in the gym. I like to keep fit and active so I do a minimum of 3 or 4 gym classes
a week. Any other time I’ll usually be at home cooking, cleaning or most likely decorating my house, as I have
an obsession with interior design (and keeping my house like a show home).
I have over 19 years experience in Financial Services ranging from Insurance, Management, Complaint Management,
right up to Equity Release Advice.
My role at Advise Wise involves me liaising with brokers on both inbound and outbound calls, I am here to help them
with case placing, product research and KFIs. I also support our members with the use of the platform.
In my spare time you can find me socialising with friends and family as well as watching football as often as I can.
I join the team as Telephone BDM with an extensive 23-year background in financial services, after spending the last decade focused on Equity Release. I’m a fully qualified adviser and I’m committed to delivering expert insights and personalised financial solutions. I’m excited to collaborate with Advise Wise members, offering not just financial proficiency but also a friendly, approachable touch.
Outside work, I enjoy coaching an under 10s girls’ football team Silsden AFC, channelling my passion for sports into community engagement.
On the weekends, you’ll often find me in the stands cheering on my rugby league team, Keighley Cougars.
I deal with all the Marketing and Communication aspects for Advise Wise, social media and PR, also supporting the
growth of the Advise Wise brand.
In my free time, I love travelling and exploring new places and cultures. When I want to relax, I like playing my
guitar, sewing clothes and practicing yoga.
I’m the Lead UX Designer here at Advise Wise, which basically means I design everything you see on our
When I’m not working, I like to spend time with my wife and two boys, watching films, drawing & reading
comics and throwing myself off stuff with a skateboard.
My role at Advise Wise involves the development and maintenance of all the cool web technology we provide to our
clients to just ‘get stuff done’. Focusing mostly on server side business logic and infrastructure,
you’ll find me wrangling bits and bytes on a daily basis - think “The Matrix” for the Equity
When I’m not whipping up development code I’m usually reading, watching movies, or running - a lot -
years into my run streak, running every day has become an awesome habit!
My role at Advise Wise is to take all the wonderful and/or crazy(!) ideas some people come up with and turn it into
something, together with the rest of the team, that you can click and “wow!” on our portal. I mainly
focus on the bits and bobs in the shadows (back end PHP/API server functionality), but frequently also have to
dabble with the bits you do see (front end HTML/CSS and React functionality) when using our portal.
When forced(!) not to work, I enjoy watching movies and traveling around the world.
My role at Advise Wise involves supporting the development of front-end code, back end PHP systems and API
integrations alongside the senior development team.
In my free time I’m usually playing online games (i.e World of Warcraft, RAFT), playing with our dog or
watching TV. I’m an avid fan of Martial arts, especially Taekwondo (I am a first Dan blackbelt).
My role at Advise Wise entails working alongside the senior development team to help create the server-side web applications. This consists of the backend development which focuses more on the functionality and features of our system. With the rest of the team, I help towards supporting the development of the product by maintaining a stable application.
When I’m away from the screen, you’ll often find me either watching or playing football. I also have a keen interest in other sports including Cricket and Formula 1. Keeping up to date with the latest action films is also an interest of mine.
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Advise Wise Limited, 2200 Century Way, Leeds, LS15 8ZBCompany registered in England and Wales.Company number: 11705013 | Telephone: 0333 050 8771