If you are interested in telephone advice for equity release please either contact us on 01633 838097 or by completing our contact form. We will then be in touch to arrange a telephone appointment to run through Equity Release and Lifetime Mortgages. We will need to send you our Terms of Business and Consent form and then we can run through a fact find over the phone.

This will allow us to find the options most suitable for you. We can then arrange another telephone call to go through the application paperwork and the recommendation. The forms can either be emailed or sent through the post. We will also require proof of ID and proof of residency.

The Equity Release Council is constantly updating their procedures and rules for the legal and conveyancing side of things. Normally you would have to see a solicitor face to face however this rule, at the time of writing, has been relaxed. Regarding the valuation, the surveyors, again at time of writing, are still visiting properties but following all guidelines.

Once the paperwork and conveyancing has been done it should be fairly straightforward in getting a completion date and funds sent across to you.

We will try and work with you the best way possible to allow you to receive your telephone advice for equity release. Also if any family members would like to speak to us on it all we would need is an email from you confirming we can discuss it with them.

To contact us either call 01633 838097 or complete our contact form