Financial Services

Equity release is becoming increasingly popular as people live longer and have stored up vast sums of housing wealth. However, what you really want to know is simply this; “Is equity release right for me?”

My job is to help you decide. If it is right for you, I will advise on the best plan for meeting your needs and will put everything in place, making the experience as simple and straightforward for you as possible.

I will speak to you initially over the phone to find out your reasons for considering equity release and to determine whether it may be the right option for you; your aspirations, needs, concerns and even finances are entirely unique to you.

Depending on your specific requirements, I will then be able to advise if equity release is the most suitable way of helping you to achieve your objectives, and I do so by preparing a personalised ‘Laterliving Report’ containing recommendations.

I will liaise with your solicitor and any other professional adviser if appropriate, to ensure that the equity release process is as straightforward and efficient as possible.

I’ll be on hand throughout the whole time, to answer any questions you may have. Simply call me on 01246 202 571

I look forward to helping you achieve your aims for a comfortable life.