Mike Jones | Later Life Lending: How Advisers Can Enhance Their Skills
Update: 2024-09-17
Description
In this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by Mike Jones, adviser at Mewstone Later Life.
During the conversation, Mike discusses the latest product innovations in the later life lending space, and how advisers can use them to better support clients and provide them with a more bespoke service. He also reflects on the importance of consumer duty and how advisers can build trust with clients by ensuring they are well supported and informed of the implications of products over the client's lifetime.
This episode also covers:
- Mike's career experience to date, including his beginnings in retail banking and move to mortgage advice
- Understanding the evolving later life market, and the challenges and opportunities for clients and advisers
- The importance of a personal and client-centred approach when advising and educating clients, building a lifelong relationship built on trust
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