Older Woman Smiling | Equity Release

Understanding Equity Release and Your Journey With Us

Knowing your rights when it comes to equity release is important to us, choice is why we always make sure that you have a thorough explanation of what the service is and what it entails. You don’t need to take immediate actions or decisions, as this is a free consultation with no obligation.

It’s important to us that you receive both an impartial and the best possible advice. Your journey through deciding whether equity release is right for you or not is important to us, choice is why we have an equity release calculator to help you see how much you could release on your home.

Should you wish to go ahead and release equity on your home, then we proceed with ensuring that the next steps can be undertaken.

Building a Tailored Plan

There is a wide range of equity release options available for you to choose from. We understand that no two cases are alike and that everyone’s circumstances are different. We conduct a full fact find to understand what your individual situation is and to understand what you wish to achieve from equity release.

A face-to-face appointment can be booked or we can consult with you over the phone, depending on your preference.

Office Environment | Equity Release

Research for the Best Plan

After our first appointment with you and based on the information we collect, we consider your case against the customary factors. We produce a detailed report in choice the products that suit you best are identified. This information is discussed with you at a second appointment.

Please note that we never take any action without your consent; we simply write up the equity release plans that better suit your situation and wait for you to progress with your choice.

Confirmed Suitability

We know that equity release might not be the most suitable solution for everyone, so we ensure that you receive qualified and professional advice to explain every factor. We always ensure that you completely understand what each outlined plan consists of so that you can make the best decision for you.

Only if and when you decide to progress with equity release do we guide you through the application process and your case submitted.

You can book an appointment with us for face-to-face advice or simply to speak with us on 03333 441115 for a free quote call.