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Katie Wilkinson

Adviser

I have been in financial services for many years, and I decided several years ago that I wanted to specialise in later life finance, lifetime mortgages/equity release advice, because I love how rewarding it is to help people over 55 achieve (sometimes life changing) financial goals.

 

By accessing the equity in their hard-earned homes, I can help ease any financial pressure my customers, or their families, might have, and I love how rewarding that is! It all started with my own father looking into equity release, and once I understood it, I actively encouraged him to proceed, because it would allow him a better quality of life into his retirement and ensure he didn't have to work every hour sent!

 

My clients are always so grateful for my help, and I am proud to work with Viva, whose values and dedication to providing great advice solutions align with the ethics I pride myself on in helping my customers.

 

I'm a whole of market advisor, which means I'll look at all the lenders and products available in the market to find the best rate/product for you, and the flexibilities that are available and might/will be needed.

 

Being a great advisor is more than knowing about the market, it's about seeing each person as a complete individual, with their own life, hopes, goals and wishes! Understanding what people want to achieve, and then how best to reach their goals for them; both short term and long term. I love it, and I feel it is my main purpose in life to make the lives of other people easier and more fulfilling; rather than just grinding away because you 'have to' in order to service, and just working/living to exist and pay bills!

 

Outside of work you can find me spending time with my friends and family (who I'm thankful are all relatively close by), swimming in the sea (yes even in winter!) and spoiling my house rabbit Benjamin with his favourite treats (nobody can say no to that face!)

 

I look forward to helping you, and/or your family soon!


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Katie Wilkinson

VIVA RETIREMENT SOLUTIONS - LONG LIVE RETIREMENT

A lifetime mortgage is a long term commitment which could accumulate interest and is secured

against your home.   Equity release is not right for everyone and may reduce the value of your estate

Our fee for arranging a Lifetime mortgage is £995 payable only on completion. 

Research has shown that some companies charge £1,895 for this service.

 
Viva Retirement Solutions is a trading name of Viva Retirement Ltd and is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, and regulated by the Financial Conduct Authority.  We are entered on the Financial Services Register under firm reference number: 604664.

Registered Office: 4 Severnvale, London Colney, St Albans, Herts, AL2 1TE

Registered Company Number: 10756078 Registered in England & Wales

© 2025 Viva Retirement Solutions

Equity Release Council
Viva Retirement Solutions
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