Advise Wise appoints two market experts

Advise Wise has welcomed on board two market experts, Jane Hanlon and Jon Tweed, to head the development of Advise Wise Mortgage Club that will be launched in February.

Former adviser in her early career, Jane joins Advise Wise from Premier Equity Release Club, where she was responsible for the club’s development and distribution. In her new role as Mortgage Club Manager, Jane will lead the Advise Wise Mortgage Club helpdesk and placement service. Jane will bring to the team her unrivalled knowledge of the later life lending market products and criteria and her expertise in supporting advisers in placing equity release products.

Jon has an extensive experience in sales and distribution strategy in the lifetime mortgage market, where he has covered a number of senior roles. He joins Advise Wise with nearly 20 years’ experience in the later life lending market with a speciality in devising and implementing distribution strategies supporting advisers within the growing lifetime mortgage market.

In his new role, Jon will focus on developing the Advise Wise Mortgage Club to enhance the overall Advise Wise proposition further.

Commenting on his new role, Jon said: “Advise Wise is a new platform for advisers in the later life lending market, providing the latest technology alongside market expertise.”

“The market is growing and lifetime mortgages are an essential tool for all advisers looking at later life lending solutions and as more and more new entrants consider lifetime mortgages as a solution for their customers, it is essential that they are given the tools and support to ensure they are giving their clients the best possible solution.” 

Welcoming Jane and Jon to Advise Wise, Chief Executive Officer Jonathan Thirkill said: “Jane and Jon’s appointment shows the company’s commitment to provide a comprehensive solution for advisers, complementing our innovative platform with the benefits of a Mortgage Club and an experienced and dedicated helpdesk”.

Advise Wise platform was launched on the 21st November 2019 at the Equity Release Awards. Creating their free Advise Wise account, advisers can source equity release plans from the UK’s biggest providers, including Aviva flexible rates.

With an intuitive interface the platform can be used also as a client CRM tool to store all clients and cases in a single system.