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Our equity release service
We will open a file the day we receive an instruction to act, be it directly from yourselves of via your advisor. At this stage we will have a preliminary chat with you to introduce ourselves, make sure that we are aware of your circumstances and to discuss the process as a whole.
We will also as whether you want to come to our offices or require a home visit. We are quite happy to be flexible and meet you at an alternative location but a face to face meeting is all part of the service.
We will continue to liase with you and your advisor as we wait for your written mortgage offer to come through.
It is our role to confirm that you fully understand the terms and conditions of your mortgage and how it will impact upon you and your financial situation. We will also ensure that you believe that the product you have been recommended meets your requirements based upon the financial advice you have received from your financial advisor.
We are not authorised by the Financial Services Authority are are not able to give you financial advice about the specific product you have selected or been recommended. Our work does not include detailed advice on tax issues arising out of the transaction, community care of welfare benefits. You would always be recommended to take specialist advice in these areas if you have any concerns.
