How to find an equity release adviser you can trust

15 May 2019 • Equity release insights

Equity release scheme decisions 

Unlocking property wealth is not something to be done on a whim; while it can help ease your retirement finances or even realise your later life dreams, there are both pros and cons, and you need to be clear about both. It’s also not the right solution for all situations. And it may have implications for those you love the most. 

You therefore need to find an advisor who will take time to understand your personal circumstances and talk you and your close friends and/​or family objectively through both the advantages and drawbacks. You also need to find someone who is motivated to find what they believe to be the best solution for you, not someone who is spurned on by commission. 

There are also a growing number of products on the market, with an increasing choice of features, so it’s important to find an equity release scheme adviser who really knows the market so they can find the product that most closely aligns with your needs. 

Questions to ask to find the right adviser 

There will always be people who talk the talk but can’t walk the walk, but asking the right questions will help you find an over 55s equity release adviser who has the right product knowledge and has your best interests at heart: 

It’s important that you find an equity release adviser who has the right expertise, will act in your best interests and with whom you feel comfortable discussing your personal finances. If you don’t warm to them when you meet them, it’s perfectly acceptable to look for another adviser. 

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