About us
Our main goal in creating Advise Wise was to simplify and improve the later life lending market through the use and the development of advanced technology, to support you with your case and product sourcing.
We’re strongly committed to making sourcing processes simpler and smoother while helping you solve the frustration of using multiple systems and having to re-type information several times. For us, it’s not just efficient, but it saves you precious time, allowing you to focus on what’s really important: providing great advice.
We also want to connect you to lenders’ and solicitors’ products and processes in a better and more efficient way, so that it’s easier for you to find and recommend the most suitable plans for your clients and help them with a smooth completion. This is why we consider Advise Wise to be so much more than just a sourcing platform.
Our continuous commitment to innovate is clear and has been recognised by the industry.
Advise Wise is the enabler in later life technology solutions, driving exceptional outcomes for customers and robust market growth.
To empower the later life market to achieve more.
At Advise Wise, we stand firm on integrity. We prioritise ethical conduct and foster an environment of transparency. We are a dependable partner in the realm of later life technology solutions.
We don’t follow; we lead. Advise Wise is a trailblazer, harnessing state-of-the-art technology to shape the future of later life tech. Our commitment to innovation is bolstered by our passion for education, guaranteeing our industry is empowered and fully equipped to embrace the future.
Simplicity is our strength. We craft user-centric designs that are straightforward and comprehensible. With a lucid and intuitive approach, we cut through complexity, making advanced technology accessible to all.
Founder & CEO
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.
Managing Director
I’m optimistic about the potential for technological innovation in the later life market, enabling firms through improved tools and support to assess lending options for their customers.
I’ve worked in the Mortgage industry since 2006 and specifically the Later Life space since 2012. After delivering innovation in both the broker and lender spaces in this market, I am looking forward to the potential in what this team can achieve.
In my free time, I enjoy travelling with my family, watching my sons play football and attempting to become an average golfer.
Head of Product & Development
Nearly 20 years experience in financial services covering everything from sales and marketing, product design, advice processes, product funding, data, AI and technology solutions. One of the UK's leading experts in the equity release product marketplace.
In my spare time I still enjoy software development, beta testing and one day will make use of my Biochemistry degree!
Always looking for new ways and challenges to improve customer and business outcomes in my roles.
National Account Manager
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.
Our ethos is to simplify things as much as possible, and this reflects also on our processes, designed to be as efficient as possible. Efficiency also means reducing waste and improving the environment we live in.
Read moreWe’ve partnered up 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.
Folding@home is a collaborative endeavour that harnesses the power of distributed computing to simulate complex protein folding processes. These simulations play a crucial role in uncovering the intricate mechanisms underlying diseases like cancer, Alzheimer’s, Parkinson’s, and others.
With a deep commitment to making a positive impact on global health, we’ve harnessed our spare cloud processing power to contribute to the Folding@home project. By participating in this innovative initiative, we aim to advance scientific understanding and expedite the discovery of potential treatments and cures for some of the most challenging and devastating medical conditions.
By dedicating our spare cloud processing power to this vital research, we are taking a proactive stance in the fight against some of the most challenging and prevalent diseases of our time. We believe that through collective effort and technology, we can drive significant breakthroughs in medical research. And we are sure this is another small step into the right direction, to have a better impact on our community.
We’ve partnered up with the UK’s biggest providers to make your sourcing easier and smoother.
We’ve partnered with specialist solicitors who can help you get a quicker case completions.