Introduction

The freedom to choose.

There are times when Equity Release can be a useful tool in using the capital tied up in a property to release funds. This could be to supplement a pension, or allow for a one off purchase.

Whether or not to release equity in this way is a very important decision, and where possible we take a collaborative approach, including family members, so that everyone is aware of the advantages and disadvantages of this route, as well as the implications of doing so.

We only recommend providers offered by members of the Safe Home Income Plans (SHIP) scheme. Different products and types of equity release exist, and our fully qualified advisers can offer impartial guidance in whether this is the most appropriate route, and if so, which products and providers are the most appropriate.

Meet the experts

You'll find our team dotted across the South West, experts in everything from tax to technology. We build long-lasting relationships with our clients, drawing on our insights and experience.

You'll find our team dotted across the South West, experts in everything from tax to technology. We build long-lasting relationships with our clients, drawing on our insights and experience.

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You were always helpful, always available when we asked for updates, and explained everything clearly. Your manner was always friendly and helped us through what might have been a very stressful period. There were a few hiccups with our application, as I expect often happens, but you quickly resolved all the problems.

Kevin Little & Elizabeth Jones
Little Duck Farm

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April 30, 2021

Prosperity

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