Equity release through a lifetime mortgage can provide access to some of the value tied up in your home.

GET IN TOUCH

For many homeowners, their property is their largest asset. Equity release through a lifetime mortgage can provide access to some of the value tied up in your home, helping you fund retirement, supplement your income, support family members, repay existing borrowing, or meet other financial goals in later life. Equity release is not suitable for everyone and may reduce the value of your estate.

We will assess your circumstances in detail to establish whether equity release is suitable for your needs and long-term objectives. After researching the market, we will identify the plans that most closely meet your requirements and explain the features, benefits, costs and risks involved in clear, straightforward terms.

If you decide to proceed, we will manage the application process on your behalf, liaising with all parties involved and keeping you informed throughout.

Important Information
  • A lifetime mortgage is a loan secured against your home.
  • The amount owed may increase over time if interest is added to the loan and repayments are not made.
  • Equity release could affect your entitlement to means-tested benefits.
  • To understand the features and risks, ask for a personalised illustration.

 

WANT TO FIND OUT MORE?

To see how we can help with any of your equity release queries, simply call us on 01708 471828 or get in touch

GET IN TOUCH

“

Walford & Phelps are professional and friendly, and they listen to our requirements regarding our investments. We feel that they always put our interests to the fore.

Mary & HywelSouth Glamorgan
“

Walford & Phelps have provided us with informed and significant advice for over 12 years. They are reassuring, efficient and understanding. This has enabled us to make important decisions with confidence.

Mike & JackieKent
“

Walford & Phelps have always provided proactive and prudent advice. I have total trust in their capabilities. The team at Walford & Phelps continue to deliver exemplary service in looking after my future.

SimonHertfordshire
“

Walford & Phelps have been dealing with our financial investments for the past twenty years and we have found them to be fair, honest, and always available if we wish to discuss any aspect of our affairs.

Keith & MargaretSomerset
“

Walford & Phelps provide relevant, insightful and friendly advice for our company, our employees and our owner directors. They are proactive and keep in touch regularly to ensure our risks are covered and financial plans are on target.

DavidManaging Director, London