South is well-known in the equity release space having served clients in the area for the past 15 years and holding continuous membership of the Equity Release Council since inception.
He said “I worked with Simon at a previous firm, and it’s fantastic to do so again, as we share the same ethos and values.
“Equity release is just one option in retirement financial planning and our role is to ensure that all alternatives are reviewed to ensure the client receives the best advice to achieve their goals.”
South becomes the third adviser at Laterliving now! following closely on the appointment of Amanda Hunt, who has over 30 years’ experience working in senior sales, operations and general management positions for Prudential, Scottish Amicable and Tenet Lime, where she was responsible for the Equity Release, mortgage, and protection proposition across the group.
“We consider ourselves fortunate in being able to attract advisers of Chris and Amanda’s calibre.
“They are not only trusted colleagues, but personal friends and together we can better serve our many professional introducers, from whom we continue to receive an increasing number of client referrals.”
Simon Chalk, managing director and laterliving planner at Laterliving now!, said: “With the FCA having last week having published its key findings from its review of equity release sales and advice process, it is clear that the sector still has much work to do to improve customer outcomes.
“These quality appointments demonstrate our commitment to doing the job properly, and we shall continue to lead the sector by example.”
