Equity Release Help

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Equity Release, Asset Investment Management Ltd, Equity Release in Norwich, Equity Release, Asset Investment Management Ltd, Equity Release in Norwich

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

About Equity Release Help

 

We are an Independent Financial Adviser based in the East of England in the fine city of Norwich.

 

Being a small company means that we treat all of our clients as individuals and you will never be put in a call queue and will always know who you are dealing with.

 

Recently, Which? carried out research into Equity Release advice. Amongst the findings were:-

  • No Terms of Business provided to clients - you can download ours here

  • No Disclosure documentation - you can download ours here

  • Unqualified advisers - you can download this evidence here

  • No fees discussed - ours are clearly shown on each web page, but to repeat - £500 arrangement fee, £250 payable after the first meeting if you want to proceed and £250 on completion, plus the lenders procuration fee. We do NOT make a charge depending on the value of the amount released as the work is the same

  • Finally, Paul has been amongst the first to achieve his Statement of Professional Standing from the Chartered Insurance Institute - copy here

Added to which are 29 years of experience in financial services, regular attendance and profile at industry events means that you have made a wise choice if you allow us to advise you on your equity release requirements

 

Paul Barnard at Citywire 2011

Paul Barnard,  (centre) at the Citywire conference, London January 2011

 

 

About Paul Barnard Dip PFS, Certs CII (ER & MP) MSWW

 

Paul is director and adviser at Asset Investment Management Ltd and he holds the specialist Equity Release qualification from the Chartered Insurance Institute.

 

He joined the financial services sector in 1983 and lives on the outskirts of Norwich.

 

He holds the Chartered Insurance Institute Statement of Professional Standing.

 

Age UK (previously Age Concern) and the Financial Services Authority both recommend getting independent financial advice before proceeding with any Equity Release, Home Reversion or Home Income plan. We are pleased to say that we appear on the list of advisers on the Age UK (Norfolk) list of advisers.

 

Paul has also qualified with the Society of Will Writers to take instructions on Wills, Powers of Attorney and Trusts for which he has set up his own separate company Align Wills and Trusts

Just complete the form and we'll ring you to discuss your options, or call free of charge 0800 0025 161

 

Title

First name

Surname

Telephone number

Best time to call

Your e-mail address

Value of Property (£)

Any outstanding mortgage

Age of Youngest Applicant
 

 

 

 

 

 

 

 

 

 
 

 

Our standard fee for researching and implementing a scheme is £500. This is payable half at application and half on completion.

We will receive and retain a procuration fee from the product provider as well.
 

Equity Release Help is a trading style of Asset Investment Management Ltd, Drayton Old Lodge, Drayton, Norwich, Norfolk, NR8 6AN
Independent Financial Advisers

Tel 01603 869988

           

Authorised and Regulated by the Financial Services Authority No 462797. Registered in England and Wales
company registration number 5880144.

 

Tax advice is not regulated by the Financial Services Authority

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