• Yorkshire: 01423 520 052 | North East: 0191 232 8391 | Edinburgh: 0131 600 0052 | London: 020 3011 5252

Equity Release

Empowering you to release equity from your home & unlock the wealth tied up in your property.

We’ll take the time to understand your aspirations and advise you on solutions for releasing capital or income from your home including ‘equity release schemes’, ‘lifetime mortgages’ and ‘home reversion schemes’.

These schemes do not carry any risk of you losing the ability to remain in your home for the remainder of your life.

Lifetime Mortgages

Lifetime mortgages allow you to release a lump sum from the value of your home, with no regular repayments to make. Any interest is paid off when the property is sold, and you continue to occupy your house as normal.

Home Reversion Schemes

A home reversion scheme enables you to sell a portion, or indeed all of your home to a reversion company or individual, for a lump sum or regular income. Although you no longer own part or all of your home, you still retain the right to live in your property, free of charge, for the length of your life.

The older you are when you start a home reversion scheme, the higher the percentage you will get of your home’s market value. Usually, for this reason, they are best suited for those over 70.

Financial Protection

We help our clients to choose the best possible insurance packages so that they have peace of mind that their loved ones and family will be protected and cared for financially.


We analyse your retirement goals, and through a series of life cycle plans, we help you to work out how much you should be saving to get the best possible income in retirement.