Podcast by Stuart Powell
19 November 2025
Uncovering the Short-Lease Challenge: Guy de Jersey on Lifetime Mortgage Gateway Logistics
In this powerful episode of The Advice Guru Podcast, hosts Stuart Powell and Stuart Wilson sit down with Guy de Jersey, Managing Director of Lifetime Mortgage Gateway Logistics (LMG), to unpack one of the biggest hidden issues in later-life lending — short leases and how they block thousands of older homeowners from accessing equity release.
Guy shares his journey from London property developer to consumer-focused innovator, revealing how his company is helping advisers and vulnerable clients navigate the complex world of leasehold reform and lease extensions. From understanding why a short lease stops equity release, to exploring the solutions LMG provides through education, data, and wraparound professional support, this episode lifts the lid on a growing national issue and the huge opportunity it presents for advisers.
🔍 Topics covered include:
💡 Key takeaway:
Reform is coming, but advisers can act now to help vulnerable clients trapped by short leases — and unlock an overlooked multi-billion-pound market.
🎧 Tune in to hear how collaboration between equity-release experts, legal specialists, and advisers can finally bridge the gap for clients.
👉 Listen, learn, and stay ahead with Advice Guru — your educational partner in Later Life Lending.
00:00
32:44
11 November 2025
In this episode of the Advice Guru Podcast, we welcome three advisers actively building their business plans using the new Advice Guru Business Planning Tool. Stuart and Ben sit down with Tim Spencer, Andy Wilson and Rich Baxter to explore what they’ve learned so far — from succession planning and financial forecasting to time management, workflows and the emotional reality of running a small advisory business.
We discuss how clearer planning can uncover blind spots around future income, retirement, workloads, client continuity and when to scale. The conversation is honest, funny and packed with practical light-bulb moments about what advisers really need to future-proof their firms.
With the 2026 Later Life Lending Awards announcement hot off the press, this episode also looks ahead to how the industry is shifting — and how advisers can prepare.
You’ll learn:
CTA:
Start your plan now. Join the Advice Guru Directory (Free / Gold / Platinum) to access the full planning toolkit, support, and lead pathways.
Equity Release, mortgage advisers, financial planning, business planning, succession planning, lead generation, introducers, digital marketing, pipeline, Advice Guru, Consumer Duty, later life lending.
00:00
42:33
11 November 2025
In this episode, we put the business plan to work—moving from slide deck to day-to-day execution. Stuart unpacks how to turn targets into trackable actions across lead generation, adviser workflows, compliance (Consumer Duty), and revenue forecasting. You’ll hear practical tactics for aligning marketing with introducers, building a measurable pipeline, setting lender-mix goals, and using dashboards to prove ROI. We also cover quick wins that lift case conversion without adding complexity, plus how to close the loop between learning, data, and client experience.
You’ll learn:
CTA: Ready to execute with us? Join the Advice Guru Directory (Free, Gold, or Platinum) and access tools, leads, and growth support.
00:00
27:21
06 November 2025
That line came up again during this week’s Advice Guru Podcast, and it couldn’t be more true.
In this latest episode — The First Half of the Business Plan — we pick up where we left off last week, moving from why advisers should have a business plan to how to make it work in practice.
Joined again by Stuart Wilson, Andy Wilson, Mark Varela, Rich Baxter, and Tim Spencer, we explore how the Business Plan Guru Tool is helping advisers turn what used to be a one-off task into a living, measurable process that actually drives business growth.
What really stood out this week was how different everyone’s approach can be — some advisers think in cases, others in pound notes — and that’s exactly why the tool needs to flex around each business rather than forcing everyone into a template.
We also touched on client reviews, business visibility, and what “success” really looks like in 2026.
It’s not just about doing more cases — it’s about doing the right ones, tracking performance, and learning what actually works.
If you’ve been following the series, this episode connects the dots beautifully.
If not, it’s a great place to jump in and see how advisers are planning for the year ahead.
🎧 Listen here → [Insert podcast link]
#AdviceGuruPodcast #MortgageAdvisers #EquityRelease #LaterLifeLending #BusinessPlanGuru #BusinessGrowth #AIForAdvisers #AdviceGuru #FinancialServices
00:00
32:37
29 October 2025
Advisers and Using the Business Plan Guru
In this episode of the Advice Guru Podcast, host Stuart Powell and co-host Stuart Wilson are joined by a panel of experienced advisers — Andy Wilson, Mark Varela, Tim Spencer, and Rich Baxter — to explore how financial advisers can use the new Business Plan Guru Tool to plan, track, and grow their businesses with purpose.
Together they discuss why so many advisers struggle to create (and stick to) an actionable business plan, how AI-powered tools can simplify the process, and why 2026 could be the year of bottom-up growth across the later-life lending industry.
👉 Key topics include:
💡 Whether you’re an experienced Equity Release, Mortgage, or Later Life Lending adviser, this episode will help you understand how to measure what matters, focus on what works, and grow smarter — not harder.
🎧 Tune in now and start building your plan for 2026 with Advice Guru — your educational partner in later-life lending.
00:00
33:57
22 October 2025
Business Plan Guru AI Launch – Part 2: Turning Ideas into Action
In this episode, hosts Stuart Powell and Stuart Wilson continue their discussion on Business Plan Guru AI — the powerful new planning tool designed to help Mortgage Advisers, Equity Release Specialists, and IFAs plan smarter and grow stronger in 2026.
Joined again by advisers Andy Wilson, Rich Baxter, Stephen Beresford, and Tim Spencer, they explore how to turn good ideas into structured, measurable business plans that actually drive results.
💬 Topics include:
Whether you’re a Mortgage Adviser, IFA or Later Life Lending Specialist, this episode shows how AI can bring structure, focus and measurable success to your business planning.
🎧 Listen now to discover how Advice Guru is helping advisers build a smarter, more profitable 2026.
Visit: https://advicedirectory.adviceguru.co.uk/home
Learn more: https://adviceguru.co.uk
Advice Guru Podcast, Business Plan Guru AI, Financial Advisers, Mortgage Brokers, Equity Release, Later Life Lending, Business Planning, AI in Finance, Adviser Growth, Stuart Powell, Stuart Wilson.
00:00
30:20