Equity release advice

Equity release advice

Our Equity Release Advice Service is for clients who want to unlock some of the equity in their home.  You may not be in a position to help them if it’s not part of your core service.

We offer advice on lifetime mortgages and home reversion plans with qualified and experienced advisers who focus solely on equity release. 

Requirements for Referring

  • Clients must be over 55 (youngest applicant if a couple)

  • They must own their own home, based in the UK and of standard construction. 

  • The home must be worth at least £70,000.  

Please note that the minimum age and property values may vary between product providers.

Thinking of referring a client?

Reasons to consider referring a client for equity release advice. 

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Ready to refer?

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01737 233412

We're here 9am to 5pm

Monday to Friday