The Client’s Best Interest Always Comes First

Today, I had a meeting with a potential client who was considering equity release. After a detailed discussion and carefully assessing his situation, I realised that proceeding with equity release wasn’t in his best financial interest.

While he understood my reasoning, he still wanted to move forward. However, equity release is a highly regulated field, and as an adviser, I have a duty to act in the best interests of my clients—not just today, but for their future too.

It’s not always easy to tell someone that the product they want isn’t right for them, but I believe integrity and honesty are at the heart of good advice. Sometimes, the best advice is to say, “This isn’t the right solution for you.”

Integrity means putting my equity release clients first