Katie Wilkinson

About

I pride myself on providing the best service I can, and making the complex simple to understand. I have been in financial services for many years, and I decided several years ago that I wanted to specialise in later life finance to help customers over 55, because I love how rewarding it is to help the older generation of people achieve their (sometimes life changing) financial goals. I focus on lifetime mortgages/retirement mortgages and equity release advice. My clients are always so grateful for my help, and I am proud to work with Viva, whose values and dedication to providing great advice solutions align with the ethics I pride myself on in helping my customers. By accessing the equity in their hard earned homes, I can help ease any financial pressure my customers, or their families, might have, and I love how rewarding that is! It all started with my own father looking into equity release, and once I understood it, I actively encouraged him to proceed, because it would allow him a better quality of life into his retirement and ensure he didn't have to work every hour sent! I'm a whole of market advisor, which means I'll look at all the lenders and products available in the market to find the best rate/product for you, and the flexibility available that might be needed. Being a great advisor is more than knowing about the market, it's about seeing each person as a complete individual, with their own life, hopes, goals and wishes! Understanding what people want to achieve, and then how best to reach their goals for them; both short term and long term. I love it, and I feel it is my main purpose in life to make the lives of other people easier and more fulfilling; rather than just grinding away because they 'have to', and just working/living to exist and pay bills! Outside of work you can find me spending time with my friends and family (who I'm thankful are all relatively close by), and spoiling my house rabbits Muffin & Evie with their favourite treats (nobody can say no to those faces!) I look forward to helping you, and/or your family soon. A lifetime mortgage is a long-term commitment which could accumulate interest and is secured against your home. Equity release is not right for everyone and may reduce the value of your estate.