How We Work
Initial Discussion – Fact Finding - Research – Recommendation
We book an appointment with you to understand your needs, If we feel that we might be able to help, we then run through any downsides and alternatives to Equity Release for example,
• Property downsizing?
• Refinancing from other family members?
• How would ER impact on state benefits if applicable?
• Are there any local authority or government grants for any home improvements required?
This is where we record your financial details and your financial goals, this is very important and helps us select the most suitable product for your personal circumstances.
We then get to work researching the most suitable provider for your personal circumstances.
We will provide you with a written recommendation and a Key fact Illustrations. If you have any further questions you can contact us at any time. If you wish to go ahead we commence the Application process detailed on our 'Application process' page.
This Website refers to Home Reversion Schemes and Lifetime Mortgages. To understand the features and risks, ask for a personalised illustration.
For details of how we can be paid, please see our How Much is it page.
...in confidence to find out more and for a free, and without obligation, chat
0800 0234 808
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The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.co.uk
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Freedom Equity Release Limited is a trading name of Willcox Financial Limited who are an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority.
This site is intended for UK consumers only. The information contained in this website is for general information only and is not financial, investment or tax advice
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