Equity Release

“I can take the mystery out of Equity Release”
Vanessa Carver, Equity Release Specialist Adviser

Equity Release can be a highly valuable extension to your pension planning and a simple and efficient method of IHT planning.

Choosing to release money from your home is a big decision and Vanessa is here to clearly explain the things you need to consider and the options available to you.  The amount that can be released is dependent on your age and the value of your property. This will help you and your family make an informed decision. If you decide Equity Release meets your needs, Vanessa will work with you on every step of the process.

A Lifetime Mortgage is a type of mortgage where you can choose to extract your funds in a single lump sum and/or smaller amounts over time. You retain full ownership of your home. The loan and any interest is repaid by your estate when the last person living in your home either dies or move to permanent long-term care.

You will not be charged a fee as FM receives a fee from the mortgage lender, if you chose to proceed. FM are members of the Equity Release Council.

If you would like to discuss Equity Release, please complete this enquiry form or call Vanessa for an exploratory chat.

Enquiry form

Financial Management
are members of the
Equity Release Council

What are clients using Equity Release for?

Equity Release Survey, by Just Retirement Solutions Limited, 2015. Some use the money for more than one purpose.

%

Helped family members with house deposits and school fees

%

Repaid their existing mortgage and other debts to reduce their monthly outgoings

%

Spent money improving their homes

%

Spent the money on a holiday or a car

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financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423

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