.svg){kind=small}
We can help establish whether a Lifetime Mortgage, a form of Equity Release, would be suitable to help unlock some of the wealth you’ve accumulated in your property without having to move. If you are facing a pension shortfall or need to meet an unexpected expense, this may be an option to consider.
We start with an initial consultation meeting to understand your unique circumstances and requirements and to discuss the various methods we can assist with going forward.
Once we understand your aims and objectives, we carry out personalised research catered your specific needs and requirements.
Following our detailed independent research, our next meeting is used to to present our final recommendations and make a personalised plan for you going forward.
When it comes to generating additional cash, some people may feel they have no option but to sell their home and downsize to obtain the money they need. With Lifetime Mortgages, a form of Equity Release, you can generate additional cash without incurring the cost and upheaval of moving. Some people use the tax-free cash they receive from lifetime mortgages, a form of Equity Release, to make home improvements. Others may choose to help their families, whether it is helping children or grandchildren onto the housing ladder or simply allowing them to see their family enjoy their inheritance early. We can help you look at your options and establish whether equity release is the correct product for you.
*As a Mortgage or Lifetime Mortgage is secured against your home, it could be repossessed if you do not keep up the repayments. A Lifetime Mortgage is a loan secured against your home. Money taken from your home reduced the overall value of your estate and the amount left to your beneficiaries. Taking out a Lifetime Mortgage can impact your tax position as well as your entitlement to means-tested state benefits such as Pension Credit and Universal Credit
%20opc.svg)
