Typical Process

1) Firstly consider all the aspects of Equity Release and decide whether it is an option that you wish to pursue further.

2) Make an appointment with one of our experienced advisors. They will be able to advise you on the different plans available and determine which one will suit you best.

3) Talk to your family and ensure they are comfortable with your decision and fully understand the process.

4) If you are happy that the product meets your requirements, you should appoint a solicitor and complete the application form.

5) Initial checks will be made into your application ( credit checks etc)

6) Independent valuation of your property will be carried out.

7) Your solicitor will ensure and confirm you fully understand the terms of the plan.Legal documents are then completed

8) The plan is now complete, and the money is paid to you via your solicitor