Are you a professional working in the over 55’s market?

We are looking to partner with IFA’s, Mortgage Broker’s, Estate Agents and other professionals who care about providing their clients with the specialist advice that is needed when talking about Equity Release, while also adding a valuable income stream to their business.

Advising on Equity Release is a niche area and can be used effectively in Retirement Planning, IHT Planning and Property Purchase. Other uses can include redeeming existing mortgages, debt consolidation, divorce settlements and let’s not forget the aspirational reasons such as home improvements, a new car, or a holiday of a lifetime.

While this aspect of Financial Planning is relevant to many people over the age of 55, the specialised knowledge required, as well as the regulatory and Professional Indemnity Insurance requirements can be a barrier to providing quick and efficient information to your clients “in house”. This is where working with us can be an ideal arrangement.

We only deal with Equity Release, never cross sell and your client will always remain your client. We are Independent, Whole of Market and fully qualified. This means we have the most up to date information, have great relationships with underwriters and specialist solicitors and, if an application is the right way forward for your client, we will work to ensure that your client gets the outcome that is most suited to their circumstances.

If you would like to join the ranks of professionals that use our expertise to benefit both their clients and their business, call us now on 01225 290117 or send an email to paul@swequityrelease.co.uk