Jonathan Treliving

I’m Jonathan Treliving, an independent financial adviser specialising in wealth management and lifetime mortgages. With more than 20 years’ experience in financial services, I help people make informed decisions about using their money to build the best life possible. Whether you are considering retirement, overall financial growth or how best to pass wealth to the next generation, my aim is to give you a clear plan that can adapt as your life changes. I also advise homeowners considering lifetime mortgages. Releasing equity from your home is a significant decision, and the right answer depends on your goals, your family and the alternatives available to you. I’ll explain how lifetime mortgages work, including their costs and long-term effects, so you can decide with confidence. Whether you want to make your wealth work harder or explore how your property could support you in later life, I’m here to help you understand your options and take the next step with clarity.