Equity Release

Equity Release

An increasing number of clients are looking at their equity release options with a view to increasing their monthly income, or to take a lump sum to buy a treat, invest or give away to their families.

More providers are coming into the market, however, we are committed to using providers who are members of SHIP (Safe Home Income Plans) which is a self regulating body.

The whole process of assessing the suitability and appropriate products for equity release is carried out by our experienced and qualified staff.

There are many factors which must be considered when contemplating equity release, such as, the type of scheme, interest rate, charges but also the possible impact on State benefits, long term care provision and future impact on your children’s inheritance. All of these issues are fully discussed before any decisions can be made.

“Tony has been our financial adviser for some time now. We have always found him to be helpful and reliable and he has advised us on various financial issues. We would have no hesitation in recommending Tony and his firm.”

Mr & Mrs G Lee