Financial Planning for the over 55's

Advice on Money are Independent Financial Advisers, who specialise in offering a comprehensive financial planning service to over 55's. As such, we have no affiliation to one specific lender and will search the whole of the financial services market place to find the most appropriate plan to match your requirements.

As we have over 8 years of experience in advising clients on the best ways of releasing equity in their property, we appreciate that you may have many questions relating to equity release and that's why; unlike some other equity release advisers, we firmly believe in offering you the chance to have a no obligation appointment with a trained and knowledgeable equity release adviser.

As fully independent financial advisers we are also able to offer independent advice in other areas of financial planning, rather than simply being equity release advisers, including:

  • Helping you maximise returns from existing investments
  • Inheritance Tax planning
  • Getting the most income from any pension plans you have not yet taken. (Open Market Options). For more information click here
  • Providing helpful support and much needed advice on how to meet and pay for any long term care fees should this become necessary. For more information click here .

You can therefore be assured that an independent financial adviser will be on hand not only to help you improve your immediate financial future through an equity release scheme, but also to be able to help you further as you go through retirement.

If you would like to book an appointment, then please click here.

"Equity release" includes home reversion plans and lifetime mortgages. To understand the features and risks ask for a personalised illustration.

The FSA do not regulate inheritance tax planning.

Advice On Money
Advice on Equity Release
freephone 0800 970 4882
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Advice on Money is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427.

For researching and arranging the best scheme for you, we will charge a fee on completion usually 1.5% of the amount released or facility arranged with a minimum of £795. This can be paid by you on completion either as a fee in which case we would refund any commission received, or alternatively we retain any commission received and you only pay the balance.

The information contained in this web site is for general information only and is not financial, investment or tax advice. It is also subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. If you would like to discuss a particular issue or generally ask us how we can advise on your particular situation then please contact us.

Please read our Privacy Statement before sending any enquiry form or email to us.

Independent Financial Adviser