First Meeting is at 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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Home Reversion Plan

This involves the reversion company purchasing or arranging for someone else to purchase some or all of your property.  You get the sale proceeds as a cash lump sum, although with some schemes the lump sum is invested to generate a regular income.  Since the reversion company cannot re-sell the property until the earlier of your death or you move out, you will receive less than the market value for the percentage being purchased - typically 35% - 60%. 

Generally speaking, the older you are when you start the scheme, the higher the percentage of the actual market value you'll receive for the portion of the property you are selling.  When the property is sold, the reversion company receives the same percentage of the sale proceeds as that which they originally purchased.  Your estate benefits from any rise in the value of any part of the property you may have retained.

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

THIS IS A HOME REVERSION PLAN. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION

 


 

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