Our approach to equity release

Our approach to equity release

We always seek to put our customers' needs first which allows us to provide an experience that feels truly different - we don't just recommend a product from our range of carefully selected providers, we aim to create a positive financial outcome through the advice we offer having fully understood your personal situation.


We're here to help

We understand that financial matters can be confusing and some of the decisions that need to be made can seem overwhelming. Our advisers are there to provide financial advice on a range of equity release products, and ensure any commitments you make are in your best interests.

Whether you ultimately decide to take out an equity release plan or not, we always undertake a full state benefits review. We look at which benefits you are entitled to and which you are actually claiming. This gives us a clearer picture of the effects of taking out equity release.

Equity release has to be right for your particular needs and circumstances

We actively encourage you to include your family and close friends in the decision-making process - including any meetings we have with you to discuss your options. We want you to be happy with your decision and confident that it provides the solution you're looking for.  

Our equity release advice service could help you decide if equity release is right for you. It comes with a no obligation guarantee - meaning the advice and arrangement fee of £1,100 is only payable if you decide to take out a recommended plan.

Equity release may not be right for everyone. It may affect your entitlement to state benefits and it will reduce the value of your estate.


Watch our videos on equity release

Want to know more about what equity release is, and how our equity release advice service works?
Check out our short animated film below!

Our Equity Release Advice Service explained

This short animation explains what you can expect when you use our equity release advice service and how your best interests are at the heart of everything we do.

Our equity release advice service could help you decide if equity release is right for you. It comes with a no obligation guarantee - meaning the advice and arrangement fee of £1,100 is only payable if you decide to take out a recommended plan.

 


Here to help

0800 0150993

We're here 9am - 5pm
Monday to Friday

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