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Next stop Leeds for Bridgewater masterclass

by Kevin Rose
24 September 2014
Chris Prior

Chris Prior, manager of sales and distribution at Bridgewater Equity Release

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Chris Prior
Chris Prior, manager of sales and distribution at Bridgewater Equity Release

Bridgewater Equity Release has revealed that its next Equity Release Advice Masterclass will take place in Leeds in October.

The Leeds Masterclass, for equity release advisers, will be held on Tuesday 14 October at the Village Hotel Leeds South, Capitol Boulevard West, Tingley, Leeds LS27 0TS.

Each Masterclass provides experienced advisers with an opportunity to hear presentations on various market issues from industry specialists.

Advisers who attend the Leeds Masterclass will hear presentations from the following:

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  • Peter Barton of Ashford’s Solicitors will be reviewing the complicated legal aspects involved in equity release cases, with a particular focus on lenders’ changing legal requirements and how this operates in practice.
  • Peter Welch, intermediary director at Touchstone Equifax Ltd, will be highlighting the “hidden gems of data” to help advisers target, acquire and advise equity release customers.
  • Chris Prior of Bridgewater Equity Release will be reviewing the equity release market as it stands including the latest statistics and a look at what the plans are being used for, plus he will also show advisers how they can branch out into other areas of later life advice to provide a more holistic service.

The Masterclass begin at 9.30am for a 10am start and will finish at 12.30pm. Lunch will also be provided allowing delegates the opportunity to network with other advisers and speakers.

Chris Prior (pictured), manager for sales and distribution at Bridgewater Equity Release, said: “Our Autumn Masterclass sessions kicked-off this week in Solihull with a well-attended event and we now look forward to visiting Leeds next month where our industry experts will gather once again to provide a wealth of information and advice to attendees.

“It would appear that equity release business levels continue to improve however there is always more to be done in terms of consumer education and more avenues to be explored in order to generate further business. This is why our Masterclass sessions can be of such importance to those looking at their current activity and how they can progress in the months ahead.

“As we move towards the end of the year this is a vitally important time for advisers and we believe our three sessions can offer advisers real benefits in order that they might end the year on a business high. We look forward to seeing the local equity release advice community in Leeds next month.”

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Company Number 11335497. Registered Office: Unit 1, E.M.P. Building, 4 Solent Road, Havant, Hampshire PO9 1JH

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