Business Details
22 Years
experience
Trusted Financial Advisers for Retirement Solutions
At Age Partnership, we have dedicated ourselves to providing expert financial guidance for over two decades. Our team of specialists focuses on retirement planning, offering tailored solutions in equity release, pensions, and later-life mortgages. Recognised for our customer-centric approach, we hold prestigious accreditations including Investor in Customers Gold and Investors in People. Our commitment to transparency is evident through free initial advice and a rigorous compliance framework.With a proven track record of industry awards and consistently high Trustpilot ratings, we combine technical expertise with a deep understanding of our clients' needs. Our UK-based advisors work closely with each client to ensure informed decisions that align with their long-term financial goals. Through continuous innovation and a focus on ethical practices, we maintain our position as trusted partners in retirement finance.
Services
Equity Release
Pension Income
Mortgages
Lasting Power of Attorney
Home Insurance
Retirement Planning
Mortgage Advice
Annuities
Later Life Planning
Financial Consultation
Details
- Year established: 2004
Highlights and features
- Award-winning financial advice with 20+ years' specialist experience
- Free initial consultation with no-obligation financial guidance
- Gold-accredited customer service standards since 2011
- UK-based team of FCA-regulated financial specialists
- Comprehensive compliance framework ensuring highest advisory standards
Associations and certifications
- Investor in Customers
- Investors in People
What people say
Award-winning service
Expert financial advice
Exceptional customer service
20 years experience
Gold accreditation
Services
Equity Release
Equity release allows homeowners aged 55+ to access tax-free cash from their property while retaining residency rights. Our FCA-regulated advisors provide impartial guidance on lifetime mortgages and home reversion plans, explaining how these products affect inheritance and care funding. We offer comprehensive illustrations detailing repayment terms and interest accrual.
Pension Income
Our pension specialists help clients maximise retirement income through annuities, drawdown schemes, and MOT assessments. We provide both guided self-selection and personalised recommendations, ensuring clients understand tax implications and investment risks. Our FCA-authorised advisors compare market offerings to find optimal income solutions.
Mortgage Advice
Specialist mortgage solutions for over-50s including retirement interest-only, equity release, and buy-to-let options. Our advisors assess affordability across 200+ lenders, considering income sources and long-term sustainability. We provide detailed comparisons of rates, fees, and repayment structures tailored to retirement circumstances.
Lasting Power of Attorney
LPAs enable clients to appoint trusted decision-makers for financial and health matters. Our specialists explain the legal framework, help complete documentation, and ensure registration with the Office of the Public Guardian. We provide clear guidance on choosing attorneys and understanding their responsibilities.
Home Insurance
Comprehensive home insurance covering buildings and contents for older homeowners. Our policies include tailored features like emergency assistance and alternative accommodation. We compare specialist providers to find coverage matching property value, location risks, and client-specific requirements.
People
Andrew Thirkill
Founder and Chairman
Founded Age Partnership in 2004 with a vision for customer-focused retirement finance. Drives company values of continuous improvement and customer-first approach. Holds 20+ years' experience in financial services innovation.
David Marlow
Chief Executive Officer
Brings 25+ years' financial services leadership experience, including 11 years as CEO of The Nottingham Building Society. Focuses on customer outcomes and regulatory compliance. Previously held senior roles at Pure Retirement Ltd.
Jonathan Thirkill
Managing Director
Joined Age Partnership in 2010, progressing from web developer to MD. Leads digital innovation while maintaining customer-centric service. Founded technology firm supporting financial advisers with award-winning tools.
Questions
What equity release options are available for homeowners over 55?
We offer lifetime mortgages and home reversion plans, both regulated by the FCA. Our advisors explain eligibility criteria, interest rates, and inheritance implications during free initial consultations.
How can I compare pension income options?
Our pension specialists provide annuity comparisons from the whole market, explain drawdown risks, and conduct pension MOT assessments. We offer both guided and advised solutions tailored to your circumstances.
Do you offer face-to-face mortgage advice?
Yes, we provide both telephone and face-to-face consultations. Our later-life mortgage advisors assess affordability across 200+ lenders and explain repayment options suitable for retirement incomes.
What is Lasting Power of Attorney?
LPAs legally appoint decision-makers for financial or health matters. Our specialists guide you through creating and registering LPAs, explaining attorney responsibilities and legal requirements.
How are your financial advisors qualified?
All advisors are FCA-authorised with specialist retirement planning qualifications. We maintain Investors in People accreditation and undergo regular compliance training to ensure highest advisory standards.
Can I switch my existing equity release plan?
Yes, we review existing plans for value and suitability. If better options exist, we arrange plan transfers to secure improved rates or additional funds while explaining all implications.
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