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🌟Working Collaboratively

Updated: Sep 15

🌟 It was great to meet up yesterday with Kate from Kate Bailey Financial Planning Ltd. 


We discussed ideas on how we can work collaboratively to help more provide more financial solutions for our clients.



Rockello where we met was lovely and the food was fantastic! 😍


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Email: Lyn@simplifiedequityrelease.co.uk

Phone: 07887 885182

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Equity release may involve a home reversion plan or a lifetime mortgage, which is secured against your property and will reduce the value of your estate and impact funding long-term care.

 

Equity release requires paying off any existing mortgage. Any money released, plus accrued interest would be repaid upon death, or moving into long-term care.

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Advice is required to proceed with equity release and there may be other options which better suit your circumstances.

 

We provide initial advice for free and without obligation. Only if your case completes would our advice fee of £1,695 be payable. Other lender and solicitor fees may apply.

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Simplified Equity Release is a trading name of Equity Release Associates Limited, which is authorised and regulated by the Financial Conduct Authority. FCA registered number 932793. Company registered in England and Wales number 12258392. VAT Registered Number 365 5888 43. Registered address, 2200 Century Way, Thorpe Park, Leeds, LS15 8ZB.


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