Peter Barton of Ashford’s Solicitors, Peter Welch of Touchstone Equifax and Chris Prior of Bridgewater will be using their presentations at Bridgewater’s Equity Release Advice Masterclass in Bristol next month to outline how equity release advisers can make the most of current opportunities by establishing a greater marketing presence with potential clients and introducers.
They will also be looking behind the growing business levels equity release has seen throughout 2014 and will help attendees understand where the growing demand is coming from and how they can put their services in the local shop window.
Bridgewater’s Bristol Masterclass will be held on Tuesday 18th November at Ashford’s Solicitors, Bristol Tower Wharf, Cheese Lane, Bristol BS2 0JJ.
Chris Prior, Manager, Sales and Distribution at Bridgewater Equity Release, commented:
“This is a changing time for both the equity release market and the retirement sector in particular with activity increasing and the demand for advice growing. The Government’s changes to pensions, the ‘interest-only time bomb’, the pullback in State support for retirees, plus the growing number of financial responsibilities for individuals, mean that more and more homeowners are looking at releasing equity from their property in order to meet their commitments.
“This is why the experts appearing at our Masterclass sessions are urging equity release advisers to ‘get visible’ around their local and regional areas in order to develop more introducer relationships and get their services out to a wider audience. There are many professionals in the financial services marketplace who are not active in equity release but see plenty of clients who might be suitable for the products – it is therefore important that advisers establish these quality relationships whilst at the same time being a visible presence directly with those retired individuals who might be looking to supplement their retirement income.
“Our Masterclass heads to Bristol next month and we would urge any advisers active in the South West to come along and hear how they can help develop their business proposition.”
