Our Services

As equity release specialists we specialise in lifetime mortgages covering South Wales and surrounding areas…

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Equity Release & Lifetime Mortgages South Wales – Our Service

As part of our advice service on equity release, we will:

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Meet with you to discuss your financial circumstances and to gain a clear understanding of your financial needs and priorities for your later life. We are happy to visit your home, or we can meet in our office.

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Confirm that you and your home are eligible for equity release.

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Advise you on how much equity you can release.

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Consider how equity release could affect your entitlement to benefits, both now and in the future. Review alternative options, as this must be a key part of your decision-making process.

We will assess whether or not equity release is suitable for you and what other potential options may be available. If we believe that equity release is right for you, we will:

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Provide you with a personalised report detailing our recommendations and explaining why our recommendations are suitable for you in your later years.

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Meet with you again to present our recommendations and answer any questions you may have.

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Explain the application process and keep you up to date with the progress

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Equity release is a big commitment, and we will encourage you to discuss our recommendations with your family before taking any decisions. We will ensure that you and your family understand the key aspects of equity release and the potential consequences of this course of action before proceeding.