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.
