Jonathan Thirkill News Today

Advise Wise has appointed Aaron Conlon as managing director. Conlon joins from equity release brokerage Fluent Lifetime, which he founded in 2018. Prior to this, he held positions at More2life, where he served as director of operations and change, and Mortgage Advice Bureau (MAB) as the proposition director for later

Aaron Conlon has been appointed managing director of later life sourcing platform Advise Wise to drive its strategy.

It is ‘vital that advisers have a wide range of solutions for their clients’

Later life platform Advise Wise has added an energy performance certificate scoring system that allows brokers to see products that offer limited-time free green evaluations.  It adds the upgrade also gives advisers the ability to input energy performance certificate ratings in the property optional underwriting

Two sister companies in Leeds have posted record profits of over £22m following growing demand for equity release amongst older homeowners.

Advise Wise has introduced free optional underwriting questions to their platform to help users find the best products for their clients’ needs. The latest enhancement on Advise Wise platform consists of 20 additional questions that advisers can use to add more property details to their client’s case and to its product search. The new free feature is linked to the latest lender criteria and works on all lenders’ plans applying product filtering, resulting in a more ‘robust’ recommenda...