Equity Release Advice

Get independent advice to access tax free cash from your property

Are you over 55 and looking for ways to fund a comfortable retirement?

Your home is probably your biggest financial asset.

Equity release allows you to access some of the value tied up in your home and turn it into tax-free cash to use however you want, such as:

· Home improvements

· One-off purchase e.g. new car, caravan or holiday

· Enable a more comfortable retirement

· Help friends or family members financially

retired couple enjoying pension gardening smiling
retired couple riding a bike

How does equity release work?

The value of your home, minus any outstanding mortgage, is described as your ‘equity’.

An equity release plan is a way of accessing extra cash without having to move.

To qualify for an equity release scheme, you must be a homeowner aged 55 or over, or if the property is jointly owned then both parties must be over 55.

With some equity release plans there are no repayments to make and with a lifetime mortgage, you continue to own your home.

Plans all come with a ‘no-negative equity guarantee’ which means you will never pass on debt to loved ones, and some plans include an option to guarantee an inheritance.

Get specialist equity release advice

We know this can be a big decision for you to make, which is why we’ve teamed up with the UK’s number one equity release advisers, Age Partnership.

As our trusted Partner, the Age Partnership advisor will make sure you understand all the options available to you

At your free consultation, you’ll find out everything you need to know about equity release and whether it’s right for you.

financial advisor smiling

Don’t take our word for it…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…

activity icons / retirement lifestyle banner

Talk To The Experts

Ready to talk? Our friendly team are here to help.
Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • When you can afford to retire
  • How much money you'll need in retirement
  • How to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing..."

Mr. W

Or you can call us