Our management team has a wealth of experience in financial services and property management. We believe that in the evolving equity release market, the secret is to keep things simple, keep listening and provide the service and products, you our customer tell us you want.
Please click onto the name or scroll down further to read complete profiles.
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Duncan Young Chief Executive |
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Chris Rumsey Managing Director |
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Ian Pettifor Finance Director |
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Michelle Martinez Operations Director |
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Fred Paton Head of Sales |
Duncan Young
Chief Executive
Duncan has a wide range of financial services and property experience, as both a chief executive and consultant with a wide range of companies and organisations from large financial conglomerates through to small entrepreneurial organisations. The work has included strategy especially with regard to distribution and third party contracts; execution of acquisitions and disposals of businesses and asset portfolios; new ventures including equity raising; application of securitisation and insurance; and trade body liaison and regulation.
Chris Rumsey
Managing Director
Chris is a chartered surveyor with over twenty years experience of dealing with property throughout the UK. He has extensive involvement with innovations in property finance and ownership during ten years as the chief executive of an FSA-regulated property fund management group. After leading a successful management-buy-out of that group he concentrated on his research into the potential for retirement-age individuals to gain more from their property ownership. In turn this led to the creation of Retirement Plus.
Ian Pettifor
Finance Director
Ian has extensive experience of developing and implementing strategy; of business transformation and growth, and of acquiring and integrating businesses, all within highly-regulated financial services companies. Ian joined Milton Homes in July 2007 after a short period at Dawnay Day. Prior to that, he spent 18 years with the Prudential-Bache group as Chief financial office. Ian was registered as an FSA CF21 Investment Adviser from 1996 to May 2007. Ian supplements his financial services skills with property experience acquired whilst with Abbey National in 1988.
Michelle Martinez
Operations Director
Michelle has over 25 years operational management, set up and implementation experience in a range of financial institutions. Michelle has worked for First Mortgage Securities, The Mortgage Corporation, Bradford & Bingley and Lloyds TSB. Most recently she was the Head of Credit & Risk at Rooftop Mortgages where she took the company through start up project management to launch and establishment as a key sector player.
Fred Paton
Head of Sales
Fred has spent many years in the mortgage industry in a variety of management roles. He has had successful involvement with product design and development. Companies Fred has worked for include, Mortgage Express, SPML and the Royal Bank of Scotland. He was most recently the Senior Relationship Manager for a major equity release provider and had responsibility for the development of distribution and sales strategy.
© Retirement Plus Ltd 2007
Retirement Plus Ltd is authorised and regulated by the Financial Services Authority