Our team makes us what we are. We have the experience to get it right first time and the humility to listen to our customers, advisers and partners to always improve our offering.
We’d love to include everyone on here but the page would go on forever. So here’s a snippet of some of the people and their role with us.
Head Office Address:
Princess Court
23 Princess Street
Plymouth
PL1 2EX
Correspondence Address:
Responsible Lending
PO Box 277
Sheffield
S98 1RP
KEITH HAGGART
Managing Director
A stalwart of the lifetime mortgage industry, Keith ensures that we offer products that suit our customer’s needs and that we have the people and culture in place to always put our customer’s first. In prior roles, Keith was Managing Director of Prudential’s Lifetime Mortgage division and Director of Lifetime Mortgages for Just Retirement.
JEREMY WOLLERTON
New Business Manager
Jeremy has many years of Senior Management experience in the Financial Services sector, latterly as Head of Mortgage Operations for WMS the outsourced Mortgage Operations arm of the Co-operative Bank looking after many £billions of mortgage assets on behalf of several Branded Lenders.
Jeremy’s role is to ensure that the Operation is effective, efficient and delivers a first class Customer and Business Partner Experience.
STEVE WILKIE
Chairman
Steve has overseen the completion of 1000s of lifetime mortgages and has set up national campaigns that have been seen by millions and engaged with over 150,000 people to decide if equity release is right for them.
PAUL STARKEY
Non-Executive Director
Paul has been involved with lifetime mortgages for 10 years and brings with him vast experience of designing propositions for customers that deliver what is expected of them. Paul serves as Chairman of award-winning equity release adviser Responsible Life.
TIM WATERLOW
Non-Executive Director
Previously Sales and Marketing Director at AXA Sun Life, Tim has been working in lifetime mortgages for four years and has been instrumental in bringing new corporate brands into the marketplace.
DAN JONES
Chief Financial Officer
Dan has had experience on advisory and industry side, having become a chartered accountant with Grant Thornton working in the corporate finance department before moving into a UK PLC as Finance Manager.
LEON DIAMOND
Non-Executive Director
As a non-executive director, Leon works with our funder partners to help them purchase and maintain lifetime mortgage assets. With a unique view on funding lifetime mortgages, Leon is tasked with bringing innovation to our suite of products. Leon is also head of Investments for AJ Bell and before that was Chief Investment Officer at the specialist investment management company he founded in 2010. Prior to that he was the Principal Trader/Co-Portfolio Manager of a highly regarded global macro fund.
BEN KERSHAW
Finance Manager
Ben is an ACA chartered accountant qualifying with PWC after receiving a 1st Class Masters Degree in Economics from the University of Edinburgh. Ben ensures the transition between our funders and customers goes smoothly.
TRUDI DUNCAN
Mortgage Service Manager
Trudi has 18 years Financial Service sector experience primarily as a manager with several well-known high street Banks. Latterly Trudi was managing an outsourced redress and remediation team for a major UK Bank.
Trudi’s role is to manage the post inceptions servicing team offering our customers a right first time, empathetic approach to servicing.
LOUISE POWELL
Mortgage Underwriting Manager
Louise has 14 years’ experience within the retail banking industry combining roles as Senior Personal Banking Manager and Personal Mortgage Advisor.
Louise’s role is to ensure that all applications run through the underwriting process and fit well into Responsible Lendings’ lending criteria.
TIM HELSON
Mortgage Origination Manager
Tim has 8 years financial service sector experience most recently with an outsourced mortgage operation arm for a well-known U.K bank. His customer experience spans a variety of mortgage types. Within this role, he held key relationship with external partners and stakeholders.
Tim’s role is to manage the initial applications area delivering a first-class service to our introducers.
ALEX GATES
Compliance Manager
Alex has nearly 20 years of experience within secured lending, most recently acting as the Risk & Assurance Manager for a mortgage outsource provider on behalf of a recognised high street bank. There he developed and oversaw the implementation of the Risk Management Framework.
Alex’s role is to ensure the business adheres to the relevant Risk, Compliance and Governance frameworks ensuring all Regulatory obligations are met.