Our aim
At South West Equity Release, our aim is to provide you with the information you need to decide whether taking a Lifetime Mortgage will help you achieve your goals. If a Lifetime Mortgage is right for you, we will help you through the application process. If we believe it isn’t the right path for your circumstances, we will tell you why it isn’t, and where possible, point you in the direction of alternative options.
We do this by offering expert guidance and support to our clients. You will be put in touch with a dedicated case worker who will be with you from the start of your enquiry to the finish. You will be given a direct telephone number which will be available during working hours and in the evening and at weekends.
Who we are
South West Equity Release was started by experts who have worked in the financial services industry since the 1980s. It was this background that many years later set the blueprint for South West Equity Release. We believe people want a personal service, want to ask questions face to face and meet the people that are discussing their most personal financial needs.
What we do
We do the vast majority of work by coming to you, at a time convenient to you and, if you wish, with members of your family with you. We are independent, whole of market advisers that are experienced and fully qualified. We specialise in later life lending and as such can discuss not only Equity Release but standard mortgages, retirement interest only mortgages and hybrid mortgages as well. This means that we can cover all of your options and not be restricted to discussing one type of product.
Our service doesn’t end at completion, as a client of South West Equity Release you can call us anytime if you have any questions for as long as you remain a client. We will stay in contact, and when appropriate let you know of anything that might be important to your plan as well as offering to undertake a regular review to ensure you are still getting the best from your plan.
Many of our clients come to us from other professionals who tap into our expertise, these include financial advisers, accountants, standard mortgage brokers as well as many others. This has enabled us over time to develop a network of trusted professionals that we turn to when the situation requires it. If, during our advice process, it becomes apparent that you need the services of a financial adviser, perhaps for guidance on IHT, or someone that can accurately assist you with making a will or LPA, or even someone that will give you a personal service regarding your insurance needs, we can direct you to one of our trusted partners.
It couldn’t be easier to find out whether we can help you with your plans. Just give us a call now or fill in the simple enquiry form below.