Matthew Morgan

Matthew Morgan Email and Phone Number

Later life specialist @ Mortgageable
Leeds, GB
Matthew Morgan's Location
Leeds, England, United Kingdom, United Kingdom
Matthew Morgan's Contact Details

Matthew Morgan personal email

n/a
About Matthew Morgan

I have a robust background with over 20 years of experience in financial services and sales, my focus at Age Partnership centers on crafting client-centered solutions focusing on ensuring the best customer outcomes. My role involves navigating the intricacies of the retirement landscape ensuring that clients receive strategic advice tailored to their individual goals.These solutions have involved advising customers who are completely new to the concept of equity release as well as existing customers who are looking to improve upon their existing equity release products or consider further lending. The journey with each client is unique; therefore conducting a thorough personalized consultation with each client is important to ensure the best solution is found for them; clear and concise advice is then presented, in some cases the solution may not necessarily be equity release and its important to recognize and understand the various alternatives that may be available to clients to ensure the best customer outcomes.A highly compliant adviser who leads by example ensuring the customer is at the forefront of everything I do, In recognition of this I have collaborated with our compliance team on various projects including the FCA's multi firm review and focusing on advice standards within the organisation.I am a vulnerability champion within age partnership, a trusted individual to assist other advisers in dealing with customers who are considered to be vulnerable, additionally I have achieved accreditation through the society of later life advisers (SOLLA) which is an endorsement in recognition of my skills and experience in working with and understanding the needs of older clients and their carers.

Matthew Morgan's Current Company Details
Mortgageable

Mortgageable

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Later life specialist
Leeds, GB
Employees:
28
Matthew Morgan Work Experience Details
  • Mortgageable
    Later Life Specialist
    Mortgageable
    Leeds, Gb
  • Age Partnership
    Equity Release Advisor
    Age Partnership Jan 2017 - Nov 2024
    Leeds, West Yorkshire, United Kingdom
    Crafted financial advice reports, confirmed client comprehension, and navigated clients through the equity release process for optimal outcomes.Proven track record of achieving the best customer outcomes and exceeding application targets.Played a key role in setting up a plan review team to improve client equity release policies and support clients with additional lending.Aided clients in skillfully maneuvering re-broking processes, resulting in enhanced equity release terms and the acquisition of additional capital.Championed vulnerable customers as main support for advisers dealing with clients in need.Supported business operations through guiding new advisers and sharing expertise and best practices.
  • Stepchange Debt Charity
    Equity Release Advisor
    Stepchange Debt Charity Jan 2015 - Dec 2016
    Leeds
    Provided empathetic assistance to clients struggling with debt, looking at the suitability and use of equity release as an appropriate remedy ensuring the best customer outcomes.Leveraged questioning skills for enhanced client comprehension.Ensured provision of end-to-end services for equity release process catering to client demands.
  • Age Partnership
    Equity Release Advisor
    Age Partnership Apr 2010 - Dec 2014
    Leeds
    Pro-actively contacting clients from diverse lead sources to promote equity release, power of attorney, and other suitable financial services in alignment with customer needs and demands.Conducted customer fact-find to identify their requirements Created financial advice reports and verified client comprehension through follow-up interactions.Facilitated client's equity release journey through expert guidance.

Matthew Morgan Skills

Financial Services Equity Release Pensions Insurance Retirement

Matthew Morgan Education Details

  • Channel High School, Folkestone
    Channel High School, Folkestone

Frequently Asked Questions about Matthew Morgan

What company does Matthew Morgan work for?

Matthew Morgan works for Mortgageable

What is Matthew Morgan's role at the current company?

Matthew Morgan's current role is Later life specialist.

What is Matthew Morgan's email address?

Matthew Morgan's email address is ma****@****sky.com

What schools did Matthew Morgan attend?

Matthew Morgan attended Channel High School, Folkestone.

What skills is Matthew Morgan known for?

Matthew Morgan has skills like Financial Services, Equity Release, Pensions, Insurance, Retirement.

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