Catherine Evans
Aviva Equity Release Advice
0151 353 7186
Based in Liverpool
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2023
Equity Release Adviser
Catherine is an Equity Release specialist, meaning Catherine can advise if releasing equity from your home would be right for you or not. Catherine is a Limited adviser, meaning Catherine has access to a limited set of lenders who offer these plans, which may be provided by companies that Catherine works with. This limitation may allow Catherine to offer an improved service, but it’s important you understand how these products compare with others available.
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Catherine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Catherine's status
Last checked: 20 May 2025
Catherine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Catherine's status
20
Recent Client Reviews
Catherine has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Catherine has received 20 client reviews in the past 12 months; 100% of these have been verified
Limited Equity Release Adviser
Catherine is an Equity Release specialist, meaning Catherine can advise if releasing equity from your home would be right for you or not. Catherine is a Limited adviser, meaning Catherine has access to a limited set of lenders who offer these plans, which may be provided by companies that Catherine works with. This limitation may allow Catherine to offer an improved service, but it’s important you understand how these products compare with others available.
Last checked: 10 March 2025
Catherine is an Equity Release specialist, meaning Catherine can advise if releasing equity from your home would be right for you or not. Catherine is a Limited adviser, meaning Catherine has access to a limited set of lenders who offer these plans, which may be provided by companies that Catherine works with. This limitation may allow Catherine to offer an improved service, but it’s important you understand how these products compare with others available.
1
Qualifications Uploaded
Catherine has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Catherine has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Catherine (based on 14 first impressions)
100% of users who are not yet clients had a positive first experience with Catherine
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Catherine (based on 14 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Catherine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Catherine's status
Last checked: 20 May 2025
Catherine is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Catherine's status
20
Recent Client Reviews
Catherine has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Catherine has received 20 client reviews in the past 12 months; 100% of these have been verified
Limited Equity Release Adviser
Catherine is an Equity Release specialist, meaning Catherine can advise if releasing equity from your home would be right for you or not. Catherine is a Limited adviser, meaning Catherine has access to a limited set of lenders who offer these plans, which may be provided by companies that Catherine works with. This limitation may allow Catherine to offer an improved service, but it’s important you understand how these products compare with others available.
Last checked: 10 March 2025
Catherine is an Equity Release specialist, meaning Catherine can advise if releasing equity from your home would be right for you or not. Catherine is a Limited adviser, meaning Catherine has access to a limited set of lenders who offer these plans, which may be provided by companies that Catherine works with. This limitation may allow Catherine to offer an improved service, but it’s important you understand how these products compare with others available.
1
Qualifications Uploaded
Catherine has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Catherine has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Catherine (based on 14 first impressions)
100% of users who are not yet clients had a positive first experience with Catherine
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Catherine (based on 14 first impressions)
** No Advice fees!** I have worked in the finance industry since 1988 and have been working for Aviva as an Equity Release Advisor since February 2022. There are no advice fees if you come to Aviva Equity Release Advice, where I'm an Equity Release Adviser. I offer advice on lifetime mortgages from Aviva Equity Release UK Ltd. I can support clients who are looking at equity release for the first time, as well as existing clients who are looking to release further equity from their home. Having worked at other firms previously, I have a wealth of knowledge around lifetime mortgages and understand the importance of taking the time needed to listen to what's important to you, and explore your options. I offer appointments by telephone, video, and face to face in and around Merseyside, including parts of North Wales. If you have family or close friends you wish to involve in our meetings, then they are more than welcome to join us when we look at your enquiry in more detail.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Catherine's clients
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Adviser Disclaimer
Aviva Equity Release Advice is a trading style of Succession Financial Management Limited (“Succession”), which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. Succession Financial Management Limited is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 04454027.