Advise Wise introduces primary surveyor information enhancing adviser support in later life lending

17 September 2024

Advise Wise, a leading later life sourcing platform, is excited to announce the introduction of primary surveyor information to its product search results. This new feature empowers advisers by providing visibility into the primary surveyor for any product range or lender, offering greater flexibility and enhancing their ability to meet client’s needs effectively.

With this enhancement, advisers can easily identify which surveyor has been used for a product, allowing them to seek alternative surveyor options where necessary. This is particularly valuable in scenarios where a survey has already been conducted, and the client requires a second opinion. By highlighting which lenders may offer a survey from a different surveyor, Advise Wise equips advisers with crucial information to help achieve the client’s desired outcomes.

This latest development is part of Advise Wise’s ongoing commitment to supporting advisers in fulfilling their consumer duty requirements. By offering transparency around surveyor information, the platform aids advisers in finding lenders that align with their clients’ needs and preferences, ultimately helping to provide the best possible value.

"Our mission at Advise Wise is to empower later life advisers to achieve more. And we do this by continually enhancing the tools and resources available to advisers, ensuring they can offer the best service to their clients," said Benjamin Wells, Head of Product and Development at Advise Wise. "The introduction of primary surveyor information is a significant step towards providing advisers with more insights and options, enabling them to make informed decisions that align with their clients' best interests."

“As the later life lending market continues to grow, the need for precise and tailored advice has never been more crucial. The new feature supports advisers by offering greater transparency, enhancing decision making and supporting Consumer Duty compliance.”

The new feature is live and available to all Advise Wise members. Advisers can register for free and create their Advise Wise account by visiting advisewise.com.