The founder of mortgage advice specialist When The Bank Says No has expanded into retirement planning with The Retirement Studio.
Emma Jones founded WTBSN in 2017 to offer mortgage advice to clients with complex financial needs and sees The Retirement Studio as a natural continuation of this.
Jones said: “We built When The Bank Says No to help clients who felt let down by traditional mortgage finance.
“The Retirement Studio is the natural next step – ensuring we help those same clients not just secure property but build long-term financial security and wealth.
“As more borrowers access the ladder later in life and approach retirement with complex financial needs, access to clear, regulated advice across mortgages, pensions and investments has never been more important.”
The Retirement Studio, which has received authorisation from the Financial Conduct Authority, will provide advice on retirement planning, pensions and investments.
Independent financial adviser Joe Farmer will join Jones as co-director, aiming to help clients make informed decisions about long-term financial security.
Farmer said: “Due to the age that many first-time buyers now get onto the ladder, and how this impacts their retirements, advice around the challenges and opportunities they will face in later life has never been more important.
“The Retirement Studio is the perfect complement to When The Bank Says No, helping clients throughout the full financial lifecycle – from securing property finance to investing and planning for retirement.”
hereward.mills@ft.com
