First Meeting is our Expense

There are times when it can prove difficult to establish your true financial needs.  You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

Under our Wealth Architecture Program we are happy to offer the initial consultation at our expense and with no obligation upon you.

We know that you will enjoy the experience.


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Free Consultation

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Lifetime mortgages


If you are in your mid-50s or older, own your own home and want additional funds, then releasing the equity in your property through a lifetime mortgage may be a way of achieving this.  There are various types of lifetime mortgage available and will generally involve taking out of a mortgage secured against the value of the home in order to provide a cash lump sum, regular income or both.

These schemes can be helpful in certain circumstances but are not suitable for everyone.  There are advantages and disadvantages involved and it would be prudent to seek professional advice before committing yourself.  It is important that you consider all the options available in order to be sure you take the most suitable action for your own needs and circumstances.

This is a Lifetime mortgage. To understand the features and risks, ask for a personalised illustration

For mortgage advice you can choose how we are paid: pay a fee, or we can accept commission from the lender.

 

 


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