Your Equity Release Journey
It starts with an informal chat. You’ll have a dedicated advisor who is your point of contact throughout your journey with us. They’ll get to know you and build a picture of who you are, what’s important to you, how you live now and how you want to live your life in the future.
Armed with all the facts, Step 2 is where we work our magic! Your advisor will research the whole of the market on your behalf to find the most suitable plans that best match your circumstances.
We’ll talk through our recommendations in detail. Here, we’ll have a detailed picture of how much you can borrow over time and what your estate may be worth to your loved ones once you have passed away.
4. SUBMIT APPLICATION
No one likes paperwork, but we do! We complete all the paperwork for you. We’ll submit everything to your chosen provider and get ready to instruct the legal conveyancers on your behalf once we have a formal offer.
5. ARRANGE VALUATION
We’ll arrange for your property to be valued by an independent surveyor. We’ll instruct the conveyancers and liaise with them on your behalf, so you don’t need to fill in any forms
6. RECEIVE FORMAL OFFER
The lender will send you a formal offer. This will confirm all the nitty-gritty details; including how much you are borrowing, the interest rate, costs and charges.
7. PEACE OF MIND
You may wish for your own solicitor to carry out the legal work for you. Alternatively, we’ll arrange for the conveyancer to send an independent local solicitor to visit you at home when the final documents are ready to be signed.
8. THE MONEY IS YOURS
The money is released. It’s time to start enjoying your money and put your new plans and new life into action.
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Don’t let retirement pass you by.
Let us help you have the retirement you deserve.
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