Equity release and later life advice
Is equity release right for me?
If you are considering raising funds for your plans through equity release, you may have questions about whether it is the right option for you or whether there are other ways of achieving your goals.
Our Later Life Lending Specialists will help you explore your options and place them in the context of your wider life and long-term financial goals, helping you to make a decision with confidence.
How we help
Protection for your property and your family You may know you want your family and assets to be protected from the financial consequences of death, a serious accident or illness, or unemployment. But finding the right cover requires more than just a quick search on a comparison site. By taking the time to get to know you and listening to your concerns, you can feel assured the cover you put in place is perfectly tailored to your needs and covers all scenarios.
Unlock money from your home Your home is likely to be your biggest asset. Releasing capital tied up in your house through an equity release product can be one way to do the things you want to do in life. But you will want to feel sure you're taking the right decision for you. Our emphasis on personalised service and ongoing client relationships means every decision is based on a deep understanding of you, your long-term aims and what's important to you.
Feel at ease in later-life As you grow older your goals and priorities change. Your financial plan should adjust to achieve them. Our team has the specialist knowledge and experience to help you feel at ease knowing your financial decisions will support your lifestyle and your loved ones further down the line.
Our personal circumstances are always taken into account in fine detail, and explanations are always clear, and given with great patience!
August 2020
The stages of your journey
Your journey with us will be unique, just as your goals and requirements are too. But working in a structured way allows us to best meet your needs and build strong, ongoing relationships.
You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.
A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.
I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.
Everything is clearly explained and nothing is too much trouble for this professional and friendly team.
Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.
I am very happy with the personal approach and understanding of my financial requirements by Greg.
Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.
July 2020
I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.
