Whole-of-Market Advice
Our equity release experts find you the best equity release or later life mortgage plan that suits you from a panel of trusted providers.
5-Star Rated
Our service has achieved a 5-star rating on Feefo. Clients love our communication and how our team works together to achieve your goals.
Award Winning Service
We’re part of the UK’s leading mortgage intermediary brand and have collectively won over 200 national awards for the quality of our advice and service.
Our Services
Why Us?
The Lifetime Finance Bureau provides specialist advice for people who want to unlock their home’s value.
Our friendly and professional advisors are here to answer all your questions and ensure you have all the information you need before deciding. All our advisors are members of the Equity Release Council, providing you with added protection and peace of mind.
Equity release via a lifetime mortgage is not for everyone; we’ll explain the risks and tell you if it’s not suitable for your circumstances and if a different type of later-life mortgage is right for you.
Equity Release: We only advise on lifetime mortgages and never home reversion. To understand the features and risks, please ask for a personalised illustration. An equity release product will reduce the value of your estate. Check that this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit it. If you are in any doubt, seek independent advice
- Case Study: Releasing Equity for Home Modifications Due to Health Needs
For homeowners facing health challenges, staying in their home may require significant modifications, such as installing stairlifts or converting rooms… Read more: Case Study: Releasing Equity for Home Modifications Due to Health Needs - Case Study: Couple Secures a Lifetime Mortgage to Replace Income for Retirement
As retirement approached, a couple with minimal savings sought a way to generate a steady income. Their primary asset was… Read more: Case Study: Couple Secures a Lifetime Mortgage to Replace Income for Retirement - Case Study: Clearing an Existing Mortgage to Eliminate Monthly Payments
Many homeowners nearing retirement face the challenge of ongoing mortgage payments, which can strain their finances. By using a lifetime… Read more: Case Study: Clearing an Existing Mortgage to Eliminate Monthly Payments
Robert Reid
Later Life Specialist
Rob has 20 years of industry experience, starting as a Secured Loans adviser, then specialising in Mortgage & Protection advice, and now focusing on later life lending and equity release.
Edward Kelly
Later Life Specialist
Ed has worked in Financial Services for over 30 years and has extensive experience as a fully qualified financial adviser.
Peter O’Donovan
Later Life Specialist
Peter has over 40 years of industry experience, with nearly 20 years in Equity Release. He values the extra protection that being a member of the Equity Release Council provides to customers, ensuring guarantees are always met.
Terry Andrews
Director
With 20 years in financial services, Terry is dedicated to ensuring clients receive the best outcomes and exceptional customer care throughout the equity release process.
Abigail Phillips
BDM
With 7 years in financial services and an additional 5 years in Estate Agency I understand the importance of the client experience for the customer.
Nadine Thorpe
Operations Manager
Nadine has worked in the customer services side of the financial industry for 26 years and has had varied roles in different financial sectors including IFA and personal lines.
Nicki Carrubba
Nurture Specialist
As our Nurture specialist, Nicki engages with our customers and ensures they receive the high class customer experience synonymous with Lifetime Finance Bureau and MAB.
Ellaina Briggs
Triage Specialist
Ellaina has been working the property and finance sectors for the last 10 years and has built up a wide range of expertise when looking after clients.
Craig Elliott
Director
Craig’s career in Financial Services began in 2001 and I have been fortunate to work with companies such as Leeds Building Society, Savills Private Finance and Mortgage Advice Bureau.
Valerie Poyser
Administration Manager
Valerie has worked within the Financial Services all her working life. In 2002 she began her mortgage journey. She obtained her CeMap qualification and continued to grow and develop her expertise to help customers.
Rob Barwell
Later Life Specialist
Rob has worked in financial services for 35 years with roles as both a mortgage adviser and later life lending adviser during this time.
David Little
Later Life Specialist
David returned to the financial services industry 2 years ago after working as a financial advisor in the 80’s and 90’s. He is now a specialist in later life lending and is a Dementia friend.
Richard Finney
Later Life Specialist
Richard joined MAB Later Life in the spring of 2022 with a great track record of providing equity release advice to his clients. This followed a successful career as both a mortgage and protection adviser and in bank branch management with HSBC and Hanley Building Society.
Gavin Charles
Later Life Specialist
Gavin began as a mortgage, protection, and equity release adviser with a local firm, later joining a national equity release company and becoming a member of the Equity Release Council. Passionate about later life lending, he ensures his clients are informed of all available options.
Andy Teeman
Director & Later Life Specialist
CMAP + ER
Andy, a seasoned Mortgage Advisor, Financial Planner, and Retirement Lending Expert, brings nearly two decades of experience across diverse roles and global regions.
To give advice, each adviser in our team has undergone rigorous study to pass the needed specific mortgage and equity and are members of the Equity Release Council.
Try our free and easy-to-use equity release calculator to understand the amount you may be able to release from your home. Like what you discover? Then contact our team to know if you fit the Lender’s criteria and get an idea of the interest rate you can be offered.
