Preparing for your meeting 2017-09-11T20:10:40+00:00

How to get the most from our meeting:

Equity release can help you to unlock some of the value in your home, potentially to help you fund your lifestyle once you’ve retired. But it isn’t for everyone: some people won’t be eligible and even those who do qualify need to make sure that equity release is the right choice for themselves and their family. This is why you’re obliged to get professional advice before making a decision.

This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.

To make sure that you get the most from your meeting, it’s worth thinking carefully about what you need to do ahead of your appointment, as well as the questions you need to ask and the type of help you can expect from me. You should also be prepared to discuss alternatives to equity release – you might find there are other ways of planning for your retirement which will work for you. It’s important to know what all your potential options are..