Considering releasing equity from your home?  Planning for care fees?  Or generally thinking about your finances in later life, we offer specialist advice in an area which is generally considered to be particularly sensitive.

Our advisers have the knowledge and current experience to reach an understanding of your concerns and to do so with the minimum of fuss, questions and meetings, thereby ensuring you avoid spending unnecessary time and costs.

We’ll consider all alternatives, and when advising on potentially releasing equity from your home our default position is to ask – “Why do this?  How else could you achieve your objectives?”

Equity release may be appropriate for clients seeking to:

• Repay existing borrowing.
• Provide additional income.
• Generate capital for home improvements.
• Make gifts to children & grandchildren.

The amount you can borrow is largely determined by your age and the value of your property.

Considering equity release?  We’ll start by asking “Why and what are the alternatives?  Please give us a call . . . 

Our Long Term Care (LTC) advice includes:

• Planning for care costs at home, or residential care.
• Completing local authority financial assessments.
• Understanding entitlement to DWP allowances and payments.
• Arranging power of attorney; wills and appropriate trusts.

For a plan that’s all about people, peace of mind and securing appropriate support, we have people here to help . . .