Gerald Evans
Aviva Equity Release Advice
0330 038 8939
Based in Aberdare
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2023
Equity Release Adviser
Gerald is an Equity Release specialist, meaning Gerald can advise if releasing equity from your home would be right for you or not. Gerald is a Limited adviser, meaning Gerald has access to a limited set of lenders who offer these plans, which may be provided by companies that Gerald works with. This limitation may allow Gerald to offer an improved service, but it’s important you understand how these products compare with others available.
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Gerald is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gerald's status
Last checked: 20 March 2025
Gerald is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gerald's status
29
Recent Client Reviews
Gerald has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gerald has received 29 client reviews in the past 12 months; 100% of these have been verified
Limited Equity Release Adviser
Gerald is an Equity Release specialist, meaning Gerald can advise if releasing equity from your home would be right for you or not. Gerald is a Limited adviser, meaning Gerald has access to a limited set of lenders who offer these plans, which may be provided by companies that Gerald works with. This limitation may allow Gerald to offer an improved service, but it’s important you understand how these products compare with others available.
Last checked: 25 November 2024
Gerald is an Equity Release specialist, meaning Gerald can advise if releasing equity from your home would be right for you or not. Gerald is a Limited adviser, meaning Gerald has access to a limited set of lenders who offer these plans, which may be provided by companies that Gerald works with. This limitation may allow Gerald to offer an improved service, but it’s important you understand how these products compare with others available.
Qualifications Uploaded
Gerald has not yet added their qualifications to their profile
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Gerald has not yet added their qualifications to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Gerald is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gerald's status
Last checked: 20 March 2025
Gerald is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gerald's status
29
Recent Client Reviews
Gerald has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gerald has received 29 client reviews in the past 12 months; 100% of these have been verified
Limited Equity Release Adviser
Gerald is an Equity Release specialist, meaning Gerald can advise if releasing equity from your home would be right for you or not. Gerald is a Limited adviser, meaning Gerald has access to a limited set of lenders who offer these plans, which may be provided by companies that Gerald works with. This limitation may allow Gerald to offer an improved service, but it’s important you understand how these products compare with others available.
Last checked: 25 November 2024
Gerald is an Equity Release specialist, meaning Gerald can advise if releasing equity from your home would be right for you or not. Gerald is a Limited adviser, meaning Gerald has access to a limited set of lenders who offer these plans, which may be provided by companies that Gerald works with. This limitation may allow Gerald to offer an improved service, but it’s important you understand how these products compare with others available.
Qualifications Uploaded
Gerald has not yet added their qualifications to their profile
Qualifications not yet added
Gerald has not yet added their qualifications to their profile
**No Advice Fees! ** I have worked in the advice industry for the last 30 + years advising and developing solutions for client to meet their long term needs and objectives. Over the last 2 years I have chosen to specialise in Equity Release as my focus and to help those clients who are in a position where this is an option for them making what can seem a complex and daunting decision easy and worry free. There are no advice fees if you come to Aviva Equity Release Advice, where I'm an Equity Release Adviser. I offer advice on lifetime mortgages from Aviva Equity Release UK Ltd. I believe simplicity is the key to easily understood financial advice and is a key requirement for people at all stages of life. I have worked with clients of all ages from those just starting out to those looking to enjoy the later years. I offer appointments by telephone, video, through the U.K and also face to face through Wales. I have chosen to work with Aviva as they share the same ethos of putting the customer at the heart of the advice experience which I have been doing for the last 30 years. Our focus is purely on a great customer outcome, and we work continually to improve and refine the client journey. Aviva have been giving Equity Release advice for over 25 years and have a great reputation in my chosen specialism. The fact that I can do this on a no obligation fee free basis is also a great incentive not only for myself but for the many clients that have joined us in realising their objectives by unlocking the equity in their property.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Aviva Equity Release Advice is a trading style of Succession Financial Management Limited (“Succession”), which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. Succession Financial Management Limited is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 04454027.