Guy Olson Email & Phone Number

Helping IFAs, Accountants, and Family Law Solicitors Find Financial Solutions for Their Clients Through Equity Release | Specialist in Lifetime Mortgages and Generational Wealth Planning.As a later life lending specialist, I focus on helping clients unlock financial freedom as they approach and head through retirement. My aim is to support professional introducers—Independent Financial Advisors (IFAs), accountants, and family law solicitors—by providing bespoke advice on lifetime mortgages and generational wealth solutions. Working with introducers across the South East and South West, I offer a tailored, hands-on approach that brings clarity and confidence to clients’ financial decisions.Over the years, I’ve built a practice dedicated to delivering whole-of-market, personalised advice, ensuring that clients’ needs are met with options that suit their unique financial situations. My team and I go beyond standard offerings to incorporate nuanced planning, whether it’s for retirement income, care fees, inheritance solutions, dealing with the financial trauma of divorce in later life or even to pay for the holiday of a lifetime. How We Help Professional Introducers and Their Clients:Support for Later-Life Financial PlanningWe guide clients in using lifetime mortgages for enhancing retirement income, funding care needs, or preserving lifestyle choices—without compromising their home ownership.Estate and Generational Wealth PlanningOur team helps families build a legacy, in conjunction with financial advisors, offering tailored solutions for funding education, first-home deposits, and more—all in a tax-efficient, client-centered way.Divorce and Family Law Financial SolutionsWe work closely with family solicitors to address the financial challenges of divorce, especially for older clients. Our expertise in lifetime mortgages allows clients to stay in their homes or finance new beginnings post-settlement.Special Features:Competitive interest rates and flexible repayment options.Whole-of-market access for the best possible product match.Timely, detailed reports for introducers, helping you stay informed on client progress.Personalised home visits and consultations tailored to clients’ schedules.If you’re a professional seeking an experienced partner to support your clients’ financial wellbeing, let’s connect. Together, we can offer solutions that bring security, flexibility, and peace of mind.

Listed skills include Investments, Strategic Financial Planning, Pensions, Financial Advisory, and 27 others.