Financial advisory

Bridging Loans & Equity Release

Sometimes you need specialist solutions to make your next move possible, whether that’s accessing funds tied up in your home or bridging the gap between property purchases.

I can refer you to trusted experts in these specialist mortgage fields, ensuring you get clear, professional advice tailored to your situation.

It’s all part of my commitment to making the complex simple, helping you explore every option with confidence and peace of mind.

A Lifetime Mortgage is not suitable for everyone and may affect your entitlement to means tested benefits, so it is important to seek financial advice before taking any action. If you are considering releasing equity from your home, you should consider all options available before equity release.

The interest that may be accrued over the long term with a Lifetime Mortgage, may mean it is not the cheapest solution. As interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home and the value of any inheritance, potentially to nothing.

Although the final decision is yours, you are encouraged to discuss your plans with your family and beneficiaries, as a Lifetime Mortgage could have an impact on any potential inheritance. We would also encourage you to invite them to join any meetings with your Financial Adviser so they can ask questions and join in the decision, as we believe it is better to discuss your decision with them before you go ahead. This is a referral service.

Financial Advice Referrals

Your mortgage is just one part of your financial picture. For areas like pensions, investments, and estate planning, I can refer you to experienced, regulated financial advisers I trust.

They’ll provide tailored advice to help you make informed long-term decisions and build a secure financial future.
It’s all part of my commitment to connecting you with the right expertise, wherever you are on your journey.