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Advice timeline

If equity release is not the right solution for you, we will make it clear during the process and provide you with alternative options for you to consider.

Where we do believe it offers you a number of benefits, we will select the most suitable product from our range of leading of carefully selected providers.

Equity release may not be right for everyone. It may affect your entitlement to state benefits and will reduce the value of your estate.

Timeline of equity release


Equity release may involve a lifetime mortgage or a home reversion plan. To understand the features and risks, ask for a personalised illustration.

If you want to discuss this, or any stage of our advice process in more detail, please call us.

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Uses of equity release

Find out what customers do with the money they release

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