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If you’ve paid off your mortgage, we make it easy to release some of the equity in your home to spend as you wish.
Once your mortgage is paid off, the equity in your home may represent a considerable portion of your wealth. You might want to access some of this value later in life – to supplement your retirement income perhaps, or to pay for long-term care.
Unlocking this equity can make a big difference to your finances, but it’s a step that needs careful thought and it’s important to work with a team you trust. We will always get to know your circumstances and talk through the options in detail, then we’ll guide you through the decision-making process and give you all the help you need if it’s a step you choose to take.
Mortgage and Protection Adviser
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Mark has been a dedicated professional in the financial services industry since 1998, specializing in mortgage advisory services. With advanced qualifications in mortgage planning, he is well-equipped to guide clients through all aspects of mortgage solutions, including home purchases, remortgages, buy-to-let investments, commercial mortgages, and debt consolidation.
In addition to his expertise in traditional mortgage products, Mark is also qualified to advise clients in later life on equity release mortgages and home reversion plans, helping them unlock value from their homes with confidence and security.
By leveraging access to the entire mortgage marketplace, Mark provides truly independent advice, ensuring clients receive tailored recommendations and the most competitive deals available.
Beyond his advisory role, Mark also serves as the company's Compliance Officer, ensuring regulatory adherence and maintaining the highest professional standards.
Mortgage and Protection Adviser
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David has worked in financial services for many years, and is qualified to discuss all aspects of mortgage planning including house purchases, remortgages, buy to let, commercial mortgages and debt consolidation.
David is also qualified to provide advice for clients in later life who want to release value from their home via an equity release mortgage or home reversion plan. His advice is based on the whole of the mortgage market, with this independence allowing him to make sure that not only does he deliver suitable advice for each client, but that he is also able to secure the most competitive deals available.
Our fee for mortgage advice is £499.
As a mortgage is secured against your home, it may be repossessed if you do not keep up the mortgage repayments
The Financial Conduct Authority does not regulate some commercial and buy to let mortgages.
A Lifetime mortgage secured against your home or Equity Release will reduce the value of your estate and may affect your entitlement to means tested benefits. Our fee for this advice is £699. All fees payable on completion*.
*We require all clients to have payment ready on receipt of mortgage offer, all payments will be processed on completion.
Our status as Chartered Financial Planners demonstrates our commitment to the highest standards of excellence.
Please use the tools below to assist with finding a mortgage.
Our status as Chartered Financial Planners demonstrates our commitment to the highest standards of excellence.
