Helping clients understand the equity release process and making sure you get the right advice at a time that suits you.

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You won't have to deal with annoying call centres, you will only speak to a qualified adviser.

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Due to Covid restrictions, appointments can be held on the telephone or webchat at a time to suit you.

Doctor's Desk

The Financial Advice Process

STEP 1

Initial Meeting

You never get a second chance to make a first impression – However we are only interested in you and your goals and dreams

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STEP 2

Research

State of the art – software and technology to enable us to search the whole of the market – independently and fully unbiased

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STEP 3

 Present Solution

We are trained to a high standard to enable you to understand the outcome of the research and to deliver focused and professional advice

STEP 4

Implement

With an urgency and motivation to get the job done – we work zealously for you to get products and services fully in place

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