Simple Process from Start to Finish
Friendly Expert Advice
Initial Consultation
We will arrange a meeting at a time convenient to you. You can choose to visit our office, be met at home or we can arrange a telephone or virtual meeting. This meeting is at our expense, no cost to you and certainly no obligation.
Whole of Market Research
After taking time to understand your personal and financial circumstances and your goals, we will research the whole of the equity release market to find the most suitable deal for your specific needs.
Recommendation
We will present and explain the features of the most suitable plan to you and ensure that you understand the costs, interest rate and potential risks. Please feel free to include family members at this point. Once any questions you have are answered, we leave you to decide if it's right for you.
Application and Valuation
When you are happy to proceed, we will go through the application paperwork with you and explain the next steps. We will send the application to the provider on your behalf and ask them to instruct the valuation of your property.
Offer and Completion
Subject to the valuation, you will receive an Offer which we will check and answer any questions you may have. We will advise you of any requirements and documents you will need to provide your solicitor with. Upon completion you will receive the funds and the plan will begin.
Ongoing Advice
We will be available to answer any questions or queries throughout the life of your plan and give any further assistance that you may need.