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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 worked in financial services since 1998 and has been advising clients on their mortgage requirements. Mark has passed advanced exams in mortgages which qualify him to discuss all aspects of mortgage planning including; house purchases, re-mortgages, buy to let, commercial mortgages and debt consolidation.
Mark is also qualified to provide advice for clients in later life, who wish to release value from their home via an equity release mortgage or home reversion plan. Mark uses the whole mortgage market place in providing advice and feels that this independence allows him to make sure that he not only provides the right advice, but he is also able to secure the best deals available.
Mark also acts as the company Compliance Officer.
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.
