Thinking of Those Closest to You

Clarity and transparency for all

No-one is an island. We understand that people seeking Equity Release may have families who will have concerns of their own about their relative’s well-being, care and financial planning.

What’s crucial is that your older relative has started the conversation with you, so you’re not in the dark. You’re welcome to come along and sit in on our meetings, and we promise to answer any and all questions you may have. We know that you will also have commitments, so our visits can be planned around your schedule to ensure you can be present.

Worried about your inheritance?

We look for schemes which are fair to all concerned. We can find plans that will take care of your older relative’s needs and ambitions in their later years, while still ring-fencing an amount to leave to the ones they love.

A family home may have gained a tremendous amount of value since the time it was purchased, more than was ever expected. With the cost of living increasing and people living longer, it makes sense for retired homeowners to use this extra wealth to fund a more comfortable way of life.

Everyone has their reasons for taking Equity Release on their home, and commonly it will be for things to improve quality of life and self-esteem. With everyone involved, we know we can find a solution that gives a happy result for all the family.