Mike Jones | Later Life Lending: How Advisers Can Enhance Their Skills

09/17/24 • 46 min

In this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by Mike Jones, adviser at Mewstone Later Life.
During the conversation, Mike discusses the latest product innovations in the later life lending space, and how advisers can use them to better support clients and provide them with a more bespoke service. He also reflects on the importance of consumer duty and how advisers can build trust with clients by ensuring they are well supported and informed of the implications of products over the client's lifetime.
This episode also covers:

Mike's career experience to date, including his beginnings in retail banking and move to mortgage advice
Understanding the evolving later life market, and the challenges and opportunities for clients and advisers
The importance of a personal and client-centred approach when advising and educating clients, building a lifelong relationship built on trust

Mike's career experience to date, including his beginnings in retail banking and move to mortgage advice
Understanding the evolving later life market, and the challenges and opportunities for clients and advisers
The importance of a personal and client-centred approach when advising and educating clients, building a lifelong relationship built on trust

Previous Episode

Monica Bradley | Client-centric Solutions: Creating Trusting and Lasting Financial Support

In this episode of the Just Covered podcast, Hazel and Wayne meet Monica Bradley, award-winning mortgage adviser and owner of Monica Bradley Associates. During this chat, she sets out the unique vision and ethos behind her firm, including her persistent emphasis on strong leadership. She also explores her approach to having a specialist team which ultimately enables each adviser to reach their maximum potential while delivering exceptional client outcomes.

This episode also covers:

· Understanding the financial adviser’s role as a lifelong partner to clients by helping them plan appropriately for unexpected events and navigate challenges as they arise.

· The importance of truly caring for your clients and effectively preparing teams so that they’re able to confidently and compassionately ask tough questions.

· How to keep clients regularly informed and engaged with the evolving financial landscape and the best channels, approaches, and communications tools for doing so.

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This episode also covers:

· Life insurance and critical illness cover and the emotional relief they provide to customers and their families during otherwise challenging times.

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