Meet Jan
Advice starts with listening.
Every client has a story. Some people feel embarrassed because they still have a mortgage, have debts, need support, are worried about retirement, or are thinking about using their property wealth. Jan removes the judgement and starts where you are.
Jan's story
Why later-life advice matters to me.
My passion for later-life lending grew from watching my own parents consider a property-related financial arrangement without feeling fully supported or properly informed. They are wonderful, capable people, and yet the experience left them uncertain rather than reassured.
I knew there had to be a better way. A way that began with listening, respected the wider picture, and gave people the time and space to involve the family members they trusted most.
Today, I am determined that the people I speak with receive:
- Clear explanations, in plain English
- Time to understand, without pressure
- Suitable professional advice
- Space to involve family
- Respect for their individual circumstances
The right next step might be a lifetime mortgage, another form of later-life lending, downsizing, using another resource, speaking with a specialist, or doing nothing yet. The starting point is always understanding your whole situation.
I tend to look after my later-life clients in the way I would want someone to look after my own parents.
Qualifications & approach
Experienced, qualified, and quietly determined to do this well.
Jan holds the LIBF Accredited Later Life Lending Professional designation and works in association with OMH Financial. Full qualifications and professional biography are available on request and will be displayed here once approved by compliance.
Placeholder: detailed qualifications, years of experience, and provider access wording awaiting OMH / Cornerstone compliance approval.
Ready to begin where you are?
Choose the questionnaire that feels closest to your situation, or read the guide first in your own time.