Equity Release Help

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Going direct to a Equity Release company
 

How much equity can I release?

 

  

Equity Release - Our Service

After a full and detailed factfind of your needs, assets and circumstances, we will tell you if we think that Equity Release is for you. If we agree that it is, then we will prepare a written report for your consideration.

 

Our first consultation is always free so we can be comfortable in assessing if these plans may be right for you and also so you can be confident in us.

 

We make no apology for the detail we need to go into to make sure our advice is sound and that you have done the right thing - this protects both you and us.

 

Your report will take account of any benefits you may currently be receiving and highlight any that might be lost if you took out an Equity Release scheme. Some benefits are means tested and the extra capital released, even if it isn't used to generate an income, could prejudice your rights to some of these, e.g. Council Tax Benefit

 

We always suggest that we discuss this matter with your family, or at the very least confirm to us that you have done so.

 

However, we also recognise that this

is entirely your choice and confidentiality is

paramount

 

 

 

If, after our first free consultation, we decide that we should progress to the report stage, then half our standard fee of £250 is payable up front with the remainder being paid on completion. Should the plan not complete for any reason, this fee is not refundable as it is a fee for work done.

 

We fully support the regulator's initiative on Treating Customers Fairly and would not wish to do otherwise!

 

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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