Equity Release Advice Service


If you're looking to enter the equity release market or want to expand the services you offer to your customers then we can help. Our advised service allows customers to fulfil their dreams and aspirations by accessing the equity tied up in their property, without needing to move home.

This service can be tailored and white labelled to suit your objectives be they commercial or strategic.

Benefits to you

  • An additional service offering that is straightforward to deploy and meets growing customer needs whilst offering commercial opportunities for you.
  • Our service takes care of every aspect of the customer journey. In addition we can help you with dedicated marketing support.
  • Reassurance that your customers have received regulated equity release advice to establish which product meets their needs.

Features of the service

  • National face to face adviser coverage with the option of a telephone service.
  • Customers receive a personal recommendation based on a thorough fact find.
  • Full support from our advisers and our UK based telephone team. Each customer is allocated a named team member to help them through the process.

Benefits to the customer

  • An exclusively advised process, a full fact find and a state benefit review ensures that all options are clearly understood.
  • The ability to remain in their home and achieve their financial objectives, be they home improvement, gifts to family, a new car, improving retirement income or managing a mortgage/debt.
  • Product recommendations to suit their needs, be it maximum withdrawal, drawing down funds over time or the option to service interest.

Commercial details

We operate a range of commercial solutions dependent on a partner's specific objectives.

Please contact us to discuss your requirements.