Suitability Assessment

Published / Last Updated on 17/05/2021

How do we assess whether equity release is suitable for you and in your best interests?

Equity release is a daunting prospect and many of us are worried whether it is a good or bad thing.

Remove your concerns - let our experts talk you through the process of equity release, they will:

  • Offer a free equity release suitability assessment
  • Explain, in plain English the positives and negatives of equity release
  • Explain the different types of schemes
  • Talk, confidentially, to you about your needs, requirements and worries
  • Assess whether you are suitable
  • Assess whether your property is suitable
  • Tell you how much you are likely to release
  • Explain the process
  • Explain the costs
  • We give you a frank and honest opinion of equity release for you circumstances
  • Do this in a free consultation, contact us

Why is the suitability assessment free?

  • This is one of the biggest financial decisions you make in retirement.
  • It is too important to get it wrong and is a decision that should be made without pressure and without profit on either side.
  • Our award winning advisers are not commission based. 
  • All our experts have special equity release, lifetime mortgage and home reversion scheme qualifications.
  • We will only take you on for equity release if both you and us are completely satisfied that it is right for you.
  • We are liable for the advice that we give so we will leave no stone unturned for you.
  • If you are happy, we can then move ahead together, but only when you are 100% happy.

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