Bridgewater outlines ‘masterclass’ schedule

Published on

Bridgewater Equity Release

Bridgewater Equity Release has published details of its next four Equity Release Advice Masterclass sessions taking place in the second half of 2013.

The sessions, designed for equity release advisers who want to be experts in their field, will take place at four locations – Leeds, Bristol, Solihull and London.

On Wednesday 17th July the first Masterclass will take place in Leeds at the De Vere Village Hotel Leeds South. Further events will take place on Wednesday 18th September in Bristol at Ashfords LLP office, on Tuesday 22nd October in Solihull at the De Vere Village Hotel and finally on Wednesday 20th November In London at Ashfords LLP office in Baker Street.

The event is free for all equity release advisers and has been designed for those who wish to reach the highest advice standards in this marketplace. All Masterclasses begin at 9.45am for a 10am start and finish at 12.30pm with lunch for all delegates.

Advisers will hear presentations from the following:

  • Chris Prior, manager, sales and distribution at Bridgewater Equity Release, will be looking at the sales process including the service offered, client meeting, research and after-sales process.
  • Peter Barton, partner and head of Ashfords LLP’s Equity Release Team, will be tackling the legal myths surrounding equity release, in particular, exploring the areas of leasehold cases, trusts and family issues and identifying those areas where cases can still proceed.
  • Stuart Wilson, managing partner at Equity Release Advice, will cover what advisers can do to develop and understand their customer’s needs.

The Masterclass is aimed at those advisers already active in the equity release sector but looking to develop their understanding of current market issues and further develop their client service proposition.

Prior said: “Our second set of Masterclass sessions kick off next month in Leeds before we head off round the country in the autumn. The profile of equity release has grown considerably in the first half of 2013 and there has never been a more important time for advisers to ensure they are up to speed with industry developments. It’s our aim to provide all attendees with plenty of added value from each presentation and to help support advisers as they seek to secure new business and supply a first-class service to their client base.

“Each speaker will be tackling a different area of the sector and we believe these four events will be particularly worthwhile for advisers who are looking to get a heads-up and seeking further help in order to develop their equity release advice proposition.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

The Bath launches green self-build mortgage with BuildLoan

Bath Building Society has introduced its first green self-build mortgage range, aimed at supporting...

UTB bolsters northern bridging presence with new hires

United Trust Bank has announced the appointment of two bridging underwriters, who will be...

Gen H cuts mortgage rates by up to 50bps

Specialist lender Gen H has announced mortgage rate reductions of up to 50 basis...

Knowledge Bank hires criteria and partnerships manager

Knowledge Bank has announced the appointment of Julie Bourne as criteria and partnerships manager,...

Iress event to seek to redefine the future of protection

Industry leaders from across the protection sector have been invited gather in London later...

Latest opinions

U.S. Market: lower rates are needed to help unlock the market

When Donald Trump was reelected and took office at the start of this year,...

Mortgage advice in jeopardy as FCA reopens the door to execution-only

Execution only and FCA’s consultation has been playing on my mind. Having navigated decades...

A home shouldn’t be out of reach for those who keep the UK running

In a housing market that has grown steadily more selective, it is often those...

Richard Pike: A conference of positivity – Global ABS Day three

It’s time for reflection of the last three days here in Barca. To readers,...

Other news

The Bath launches green self-build mortgage with BuildLoan

Bath Building Society has introduced its first green self-build mortgage range, aimed at supporting...

UTB bolsters northern bridging presence with new hires

United Trust Bank has announced the appointment of two bridging underwriters, who will be...

Gen H cuts mortgage rates by up to 50bps

Specialist lender Gen H has announced mortgage rate reductions of up to 50 basis...