Advise Wise has appointed Jane Hanlon and Jon Tweed, to head the development of Advise Wise Mortgage Club, which is due to be launched in February.
Hanlon 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, Hanlon will lead the Advise Wise Mortgage Club helpdesk and placement service.
Tweed 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, Tweed will focus on developing the Advise Wise Mortgage Club to enhance the overall Advise Wise proposition further.
Advise Wise platform was launched on 21 November 2019. Creating their free Advise Wise account, advisers can source equity release plans from the a number of providers, including Aviva flexible rates.
The platform can be used also as a client CRM tool to store all clients and cases in a single system.
He 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.”
Advise Wise CEO, Jonathan Thirkill, added: “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.”
