Diary of an adviser  

Diary of an Adviser: Paul Stanford


Today is largely an admin day in my home office as I prepare for the following week ahead and complete paperwork.

Mid-afternoon I call several customers who released equity around five years ago to ask if they are interested in a free review of their plan. This enables us to see if we can reduce their interest rate, to find out whether they wish to release any further funds, and if equity release still meets their requirements. 

I am delighted that Costa del Staffordshire has seen the best of the British weather today, so I end the week with a visit from my son and we head out on a bike ride around the local area.

Paul Stanford is an independent equity release consultant at Key Retirement 

If you would like to write a week in your life as a financial adviser, please contact: melanie.tringham@ft.com