Our adviser Harriet is one of the country's leading specialists in Equity release and lifetime mortgages, providing services not just to clients but to many financial advisers across the country. In today's challenging financial environment where families at both ends of the age spectrum are finding it tough, her expert knowledge in Equity Release / Lifetime Mortgages and Estate Planning have made her the person to speak to.
Providing a holistic range of Independent Financial Advice to clients specialising in Mortgages, Equity Release, Long-term Care Funding, Re-Mortgages, Family & Individual Protection, Wills & Power of Attorneys. If you're looking for independent financial advice to suit your specific needs, get in touch with us on: 01372 279 241 today.
Providing a holistic range of Independent Financial Advice to clients specialising in Mortgages, Equity Release, Long-term Care Funding, Re-Mortgages, Family & Individual Protection, Wills & Power of Attorneys. If you're looking for independent financial advice to suit your specific needs, get in touch with us on: 01372 279 241 today.
Services
We are able to advise and provide solutions to a wide range of both personal and business financial areas. We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further.
Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Equity release is where you can release money from your property without needing to move or sell your home. You can access the fund as a lump sum or set up an equity release drawdown facility depending on what type of plan you choose. There are no monthly repayments, the interest accumulates but is only payable when the property is sold.
In the right circumstances releasing capital from your property through an Equity Release scheme can be an ideal way of raising money. However, it will not suit everyone and it is important to seek independent financial advice before making any decisions. 8. Moving to a more expensive property such as a bungalow for those with concerns on their mobility.
Equity release schemes are a range of products which allow homeowners aged 55+ and who have little or no mortgage, to safely release some equity from their property to improve their life without having to move. If you are under 55 we may still be able to help you raise money from you home with an ordinary mortgage or re-mortgage.
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