The first stage of the process is a fact find. We can do this over the phone or we can visit you at home. The choice is yours, just call us and we will arrange a time that is right for you.
We will ask you a number of questions about your financial situation, whilst helping you to consider your future plans and what you would like for your family.
This allows us to build a full picture of your life, your expectations and how equity release could help you.
Sometimes the right advice is not to buy an equity release product. So you can be sure you’ll get the right advice for your circumstances.
