Diary of an adviser: Roshan Percy

Diary of an adviser: Roshan Percy

Juggling childcare and client calls comprise a busy week for this equity release adviser.


For me the best way to start the week is to go out for a run.

I typically leave the house by 7am for the run, which usually lasts for half an hour.

Doing this form of exercise gets me in good physical and mental form for the rest of the week.

I have a busy diary for the rest of the week with two to three appointments a day.

I find that being prepared is the key to providing great service to our clients.


I have a busy day ahead today.

Two of my meetings are video calls, which I am looking forward to.

Technology has made it so much easier for us to continue to offer great client service with minimum disruption.

And we have done remarkably well as an organisation to respond quickly to the changes this pandemic has brought about. 

It amazes me how many of our clients have embraced technology so well during the lockdown, which has helped making the transition from face-to-face meetings to telephone and video meetings a lot easier.  


It is half-term and my four-year-old son Tristan is at home.

I have to bribe him to make sure he does not make a sudden appearance during my video calls to clients.

I took him to the park where he loves to play around and he enjoyed watching the ducks, swans and geese. It was his reward for being (mostly) a good boy.


Today I call a client who has recently completed their equity release plan just to make sure all has gone well.

They were looking to pay off their mortgage and the completion last week meant they are no longer forced by their bank to sell their property and move home.

They are a very happy client indeed. I love being part of making such positive differences to people’s lives and it reminds me why I do what I do.


It has been a very busy week for me.

I have a video call with my manager Steve and my team to discuss how the week has been for us all and to share our stories and best practices. 

I find connecting with colleagues so important, especially during the lockdown, as it gives us all a sense of belonging.

And I am looking forward to the weekend for a much-needed break and family time.

Roshan Percy is a field equity release adviser at Age Partnership

If you would like to write a Diary of an Adviser then contact Ima Jackson-Obot at