Professional Advice
Years of Experience
Award-Winning
Initial Consultation
In the first instance most of my customers are looking for a chat on the phone, one or two questions and just trying to find out a bit more about how it works and often things like what are my options? How much is available? etc., all of which I can provide during our call. Once the initial information has been gathered the next step would be to get together to discuss in more detail. This meeting is completely free of charge, and without obligation. It is simply a chance for me to explain in more detail your specific options and for you to ask all the questions that you will have. This meeting can be face to face in your home, online with Zoom or Teams, or just a phonecall – whichever you are most comfortable with
Tailored Advice
Once I understand your needs, and if a lifetime mortgage looks appropriate for you I can recommend safe and suitable option, explaining the benefits, risks, and potential long-term impact on your estate. During my advice process I will be able to show you my independent whole of market research, so you can see that the product I have recommended is the most tailored for your circumstances
Application And Completion
I guide you through the full application process, handling paperwork, liaising with providers & solicitors and getting your money in the bank as quickly and smoothly as possible, keeping you informed at every stage. On average the process from start to finish is around six weeks. From the outset I make the process transparent, clear, and stress-free so that you know exactly what to expect
Ongoing Support And Peace Of Mind
My support doesn’t stop once your lifetime mortgage is complete. I remain available to answer questions, provide updates, and offer guidance as your circumstances evolve going forward. Whether you want to look to draw more money, make some form of repayment or if your numbers have come up and you want to pay it off(!) you can get in touch at any time