Working with you
I’m successful as an Equity Release Planner, by clearly communicating in plain English and giving simple, honest advice.
As a Yorkshireman (albeit exiled in Derbyshire!), we are famed for our straight-talking.
I will speak to you initially over the phone to find out your reasons for considering equity release and to determine whether it may be the right option for you; your aspirations, needs, concerns and even finances are entirely unique to you.
Depending on your specific requirements, I will then be able to advise if equity release is the most suitable way of helping you to achieve your objectives, and I do so by preparing a personalised ‘Laterliving Report’ containing recommendations.
I will liaise with your solicitor and any other professional adviser if appropriate, to ensure that the equity release process is as straightforward and efficient as possible.
I’ll be on hand throughout the whole time, to answer any questions you may have. Simply call me on 01246 202 571
I look forward to helping you achieve your aims for a comfortable life.