Will Writers and Estate Practitioners

We've got a lot in common!

Most importantly, our desire to do right by our clients.  To make sure that by the time we've completed our work for them, they're left confident about their understanding of what you've arranged for them and happier about their future.

How do you do this?  You make the complex simple, and we do the same.

So how can we help your clients?

You'll be coming across people from all walks of life.  Perhaps their income in retirement isn't what they hoped it would be.  Maybe they'd like to help their family out financially.  Do they want to help them get onto the property ladder?  Or could they be wanting to make some changes to their home to help with mobility issues?  These are all things we can help them raise funds for.

Unlike a normal mortgage, an equity release plan has no affordability criteria, so far fewer hoops for them to have to jump through.  And the best part?  They don't have to make any monthly repayments to the lender (although all plans now give clients the option to do so if they wish).

So maybe consider, how could I help my clients access some of the wealth they've got tied up in their home?

There's no commitment and all we'll do in the first instance is have an informal chat with them.  There's no hard sell.  Let's just give them the information they need to decide whether it's something that would work for them.

Of course, if it does, we'll be delighted to help guide them through the process.