James Summerfield
About James Summerfield
James Summerfield is a Plan Review Advice Team Leader based in Leeds, United Kingdom, with a background in equity release advisory roles. He holds a Bachelor of Science degree in Chemistry from the University of Bradford.
Work at Age Partnership
James Summerfield has been serving as the Plan Review Advice Team Leader at Age Partnership since 2019. In this role, he oversees the plan review process, ensuring that clients receive accurate and timely advice regarding their equity release options. His leadership contributes to the effectiveness of the team in addressing client needs and enhancing service delivery.
Previous Roles in Equity Release
Prior to his current position, James Summerfield worked as a Senior Equity Release Advisor from 2017 to 2018. He began his career in equity release as an Equity Release Advisor from 2014 to 2017. Both roles were based in Leeds, United Kingdom, where he developed expertise in advising clients on equity release products and strategies.
Education and Expertise
James Summerfield studied at the University of Bradford, where he earned a Bachelor of Science (BSc) degree in Chemistry from 2009 to 2012. His educational background provides a strong foundation for his analytical skills and problem-solving abilities, which are essential in his current role in financial services.
Background
James Summerfield has a professional background primarily in the financial services sector, specifically focusing on equity release. His career spans several years, with a progression from an advisor role to a leadership position. His experience in Leeds, United Kingdom, has equipped him with a deep understanding of the market and client needs.