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Advise Wise appoints Aaron Conlon as Managing Director

Advise Wise, a leading sourcing platform for later life advisers, proudly announces the appointment of Aaron Conlon as its new Managing Director. With an illustrious career spanning over a decade in the financial services industry, Aaron brings a wealth of expertise and a proven track record of driving growth and innovation.

Published: 21 May 2024

2024 surge in later life demand

Advise Wise saw more than double (139% increase) in the number of customer searches in early 2024 compared with December as both advisors and customers seek to start the new year with finding solutions to the cost of living crisis.

Published: 7 March 2024

Advise Wise introduces online applications for Legal & General products

Advise Wise, leading later life sourcing platform for financial advisers, announced the introduction of online applications submission for Legal & General plans on its platform.

Published: 13 February 2024

Advise Wise adds feature to prioritise Early Repayment Charge period

Advise Wise, a leading later life sourcing platform, is thrilled to announce the launch of a new feature allowing advisers to easily sort and order product search results based on the length of the Early Repayment Charge (ERC) period.

Published: 9 November 2023

Introducing Advise Wise Market Events: a one-stop shop for all later life market events

Advise Wise is proud to announce the launch of its new Market Events page, a comprehensive web page designed to serve as the go-to destination for advisers seeking information on all industry events related to later life financial planning. This page simplifies the process of discovering and registering for the most relevant events in the later life market.

Published: 26 October 2023

Advise Wise expands legal hub and extends reach to Scotland

Advise Wise, a leading sourcing platform for qualified financial advisers, is thrilled to announce a significant expansion of its legal hub with the addition of four highly reputable specialist solicitors: Adlington Law, Boyd Legal, Forever Legal, and Tivoli Legal. This expansion not only broadens the range of legal expertise available to Advise Wise users but also extends its services to clients in Scotland through its partnership with Boyd Legal.

Published: 12 October 2023

Advise Wise takes bold step towards medical breakthroughs by joining Folding@home initiative

Advise Wise, a leading later life sourcing platform for qualified financial advisers, proudly announces its partnership with Folding@home, a groundbreaking distributed computing project aimed at accelerating scientific research in the pursuit of finding cures for cancer, Alzheimer’s, Parkinson’s, and other life-altering diseases.

Published: 28 September 2023

Advise Wise introduces its Fact Find and Suitability Letter System following the FCA review on later life mortgages

In the wake of the Financial Conduct Authority’s (FCA) comprehensive review of the equity release marketplace, Advise Wise is thrilled to unveil its groundbreaking solution: the Advise Wise Fact Find and Suitability Letter System.

Published: 19 September 2023

Advise Wise introduces innovative Contact Directory for financial advisers

Advise Wise, a leading later life sourcing platform for financial advisers, is thrilled to announce the launch of its newest platform feature, the Contacts Directory.

Published: 9 August 2023

Advise Wise announces API Integration with Aviva

Advise Wise, leading later life sourcing platform for financial advisers, is thrilled to announce the successful API integration with Aviva.

Published: 1 August 2023

Advise Wise goes green with new sourcing features on EPC Ratings and Free EPCs

Advise Wise, a leading later life sourcing platform for financial advisers, announces the addition of innovative features, designed to promote a high Energy Performance Certificate (EPC) rating and offer free EPC evaluations. These enhancements align with Advise Wise’s commitment to sustainability, empowering businesses to make informed choices and contribute to a greener future.

Published: 21 July 2023

Revolutionising collaboration: Advise Wise and Responsible Lending unveil seamless API integration for quote requests

Advise Wise, a leading later life sourcing platform for financial advisers, is thrilled to announce the integration of Responsible Lending, a leading later life lender, into its esteemed platform. This collaboration marks another significant milestone for Advise Wise and provides its members with a seamless experience in accessing the Royal London Equity Release product range provided by Responsible Lending. This follows the recent onboarding of LiveMore to the platform and provides Advise Wise users with access to every lender in the equity release marketplace.

Published: 7 July 2023

Advise Wise introduces Appointment Log feature for Consumer Duty compliance

Advise Wise, a leading sourcing platform for later life products, are pleased to announce the introduction of its new Appointment Log feature, allowing advisers to record appointments with clients to enhance their client case management and help them comply with Consumer Duty requirements.

Published: 6 June 2023

Advise Wise extends its CRM abilities for Consumer Duty

Advise Wise, a leading provider of technology solutions for the later life lending market, have continued to improve their sourcing platform into a fully fledged CRM system to help support advisors with their Consumer Duty requirements.

Published: 12 April 2023

Advise Wise is running a pilot for the industry first AI powered Suitability Letter in equity release

Advise Wise has announced they are expanding the pilot for their Suitability Letter template, powered by Artificial Intelligence (AI).

Published: 21 March 2023

Advise Wise introduces new feature for product comparison across lifetime mortgages and RIOs for consumer duty

Advise Wise, the advanced whole-of-market platform for later life products, has announced the introduction of a new feature for its members. The new addition complements the product search and allows advisers to easily see different products side by side and also download a comparison PDF, providing them with an easy-to-use tool for presenting and comparing product offerings to their client and fulfil the needs of Consumer Duty.

Published: 7 March 2023

Advise Wise appoints Daniel Edmondson as National Account Manager

Advise Wise are pleased to announce the appointment of Daniel Edmondson as National Account Manager, where he’ll be working on the enhancement of advisers relationships and the execution of the company’s distribution strategy.

Published: 31 January 2023

Advise Wise integrates state benefits calculator to the platform

Advise Wise has partnered up with entitledto to integrate a state benefits calculator to the platform.

Published: 18 January 2023

Advise Wise adds RIO mortgages to its sourcing

Advise Wise has introduced Retirement Interest Only Mortgages and Holiday Let plans to its sourcing platform to widen the available products for advisers.

Published: 22 November 2022

Advise Wise Platform introduces a new document upload feature

Advise Wise Platform introduces a new feature allowing advisers to upload documents to their client’s case.

Published: 26 October 2022

Advise Wise introduces ‘Solicitors Direct Instruction’ feature and new legal hub

Advise Wise has introduced a ‘Direct Instruction’ feature enabling advisers to instruct solicitors directly from their Advise Wise account

Published: 13 December 2021

Advise Wise introduces price per pound feature to its sourcing platform

Advise Wise introduces the market’s first ‘Price per pound’ feature to its sourcing platform.

Published: 27 October 2021

Advise Wise introduces product comparison feature

Advise Wise has launched a product comparison feature on its Platform, enabling later life advisers to compare two or more products while running a product search.

Published: 13 October 2021

Advise Wise launches a desktop application for advisers

Advise Wise has launched a desktop application to allow advisers to conveniently access the Advise Wise Platform directly from their desktop, in just a single click.

Published: 21 June 2021

Advise Wise launches brand new dynamic Equity Release Fact Find

Advise Wise has today introduced a bespoke, customisable Equity Release Fact Find on its platform, accessible from the client’s case and integrated with the whole of market product search.

Published: 20 April 2021

Advise Wise introduces additional underwriting questions on the platform

Advise Wise introduces free optional underwriting questions to the platform to help users find the best products for their clients’ needs.

Published: 2 March 2021

Advise Wise introduces new collection of resources for its members

Advise Wise introduces a brand new digital resources collection for its members, accessible from their free account.

Published: 29 January 2021

Advise Wise launches a new live webinar series in collaboration with the ER Council

Advise Wise introduces a brand new webinar series “Good Practice Checklist explained, in collaboration with the Equity Release Council”.

Published: 28 January 2021

Advise Wise introduces the option to add fees on their sourcing platform

Advise Wise has introduced a new feature on their later life sourcing platform to incorporate all setup costs directly into their search.

Published: 26 November 2020

Advise Wise extends Instant KFI feature to Just product range

Advise Wise Platform extends Instant KFI feature to Just For You Lifetime Mortgage range.

Published: 18 November 2020

Advise Wise incorporates Street View and Maps into the platform

Advise Wise announces they’ve incorporated Google Street View and Google Map into the Advise Wise platform, allowing advisers to run quick checks on their client’s property.

Published: 19 October 2020

Advise Wise introduces Ask Jane legal month

Advise Wise announces the launch of ‘Ask Jane legal month’ from 1 October, with special episodes dedicated to advisers’ questions on all legal aspects of Lifetime Mortgages.

Published: 1 October 2020

Advise Wise introduces KFI Check and Chase Service

Advise Wise has introduced a new KFI Check and Chase Service for its Mortgage Club members.

Published: 4 September 2020

Advise Wise welcomes Craig Faulkiner as Head of Distribution

Advise Wise is pleased to announce Craig Faulkiner has joined the team as Head of Distribution.

Published: 22 July 2020

Advise Wise launches Advise Wise Plus exclusive membership

Advise Wise launches Advise Wise Plus, an exclusive membership for select later life advisers.

Published: 20 July 2020

Advise Wise launches later life lending Market News feed

Advise Wise launches its later life lending Market News feed to help advisers keep informed with market changes and updates from lenders and solicitors.

Published: 1 July 2020

Advise Wise announces its commitment to the environment with a new tree planting initiative

Advise Wise announces its commitment to the environment, launching an eco-friendly initiative where a tree is planted for every KFI requested on the Advise Wise Platform or through the Advise Wise Mortgage Club.

Published: 23 June 2020

Advise Wise launches a new Upskill series

Advise Wise launches Ask Jane, a new Upskill series for later life advisers.

Published: 8 June 2020

Advise Wise becomes a member of the Equity Release Council

Advise Wise has joined the Equity Release Council as a new member.

Published: 28 May 2020

Advise Wise introduces Instant KFI for Pure Retirement plans

Advise Wise, a free to use later life sourcing platform with integrated mortgage club, has introduced an Instant KFI feature on its platform for all Pure Retirement plans.

Published: 18 May 2020

Advise Wise supports retention and desktop valuations

Advise Wise sourcing platform supports desktop valuations and retention on the loans.

Published: 7 April 2020

Advise Wise introduces Coronavirus News Feed

Advise Wise has launched a Coronavirus News Feed page on its website to collect all later life updates from lenders and its partner solicitors.

Published: 1 April 2020

Advise Wise platform introduces Quick Quote feature

Advise Wise has released a Quick Quote feature on the platform, where in three clicks advisers can view available products from across the whole market.

Published: 25 March 2020

Advise Wise launches specialist solicitor panel

Advise Wise Mortgage Club launches a specialist solicitor panel for its members.

Published: 28 Febrary 2020

Advise Wise launches Mortgage Club, enhancing its platform proposition

Advise Wise is pleased to announce the launch of the Mortgage Club, complementing the services of the innovative platform for the later life lending market.

Published: 5 Febrary 2020

Advise Wise appoints two market experts

Advise Wise has welcomed on board two market experts, Jane Hanlon and Jon Tweed, to head the development of Advise Wise Mortgage Club that will be launched in February.

Published: 24 January 2020

Advise Wise unlocks the full potential of equity release market for independent advisors

A new company has promised to help unlock the full potential of the equity release market for the UK’s thousands of independent advisors by launching a free-to-use online service that provides full market access to live rates from all active equity lenders.

Published: 16 December 2019