Why we invite you to involve your relatives or friends when you consider equity release

4 December 2019

Extra eyes and ears to help you make your equity release decision

Deciding whether releasing equity from your home is a viable solution to help your retirement finances – and then choosing which scheme you feel best matches your needs – is not something to do lightly. You need to make sure you understand all your options and how they apply to your circumstances – which is why you need an equity release adviser who will take the time to understand your personal situation and explain the options and the consequences in terms you understand. 

But it’s also helpful if those who may be impacted by your decision understand the options and your thought process; including them in your decision-making process can save misunderstanding and potential conflict. They’re also likely to have your best interests at heart and potentially have important insights into your circumstances; involving them in your equity release decision can give you valuable extra eyes and ears to help you choose a path you feel comfortable with. 

Our belief in transparency for our equity release customers 

Transparency is one of our key values. We offer independent, impartial, transparent advice, outlining the advantages as well as the consequences of equity release schemes. And we believe in being transparent not only with you, but also with those who may be impacted by your decision about how to finance your retirement dreams. 

That’s another reason why we recommend inviting your relatives or friends to be involved in your decision about whether to release equity from your home to help your retirement finances; we’re happy for them to sit in on our meetings with you, and we’re happy to answer any questions they may have. 

We act in our clients’ best interests at all times – and if involving your relatives or friends in your decision is in your best interests, we are very happy to encourage them to be part of the process. 

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