Our clients are 55+ who are seeking to access their property wealth - these also include clients who require a solution to interest only mortgages coming to an end. 

We are part of Concept Financial Services and have access to a complete range of financial solutions serviced through our advisers who are based across the country. 

We work with a number of referral partners and always seeking new opportunities to work with selected professionals to provide a later life lending solution. Please get in contact to discuss how we can support your clients with a range of solutions and also support your business with dedicated marketing initiatives.

A lifetime mortgage is not suitable for everyone and may affect your entitlement to means tested benefits, so it is important to seek financial advice before taking any action. If you are considering releasing equity from your home, you should consider all options available before equity release.
The interest that may be accrued over the long term with a Lifetime Mortgage, may mean it is not the cheapest solution. As interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home and the value of any inheritance, potentially to nothing.
Although the final decision is yours, you are encouraged to discuss your plans with your family and beneficiaries, as a Lifetime Mortgage could have an impact on any potential inheritance. We would also encourage you to invite them to join any meetings with your Financial Adviser so they can ask questions and join in the decision, as we believe it is better to discuss your decision with them before you go ahead.

CFS Equity Release is a trading name of Delphic Financial Planning Limited FCA No. 486037  which is an appointed representative of  The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority FCA No. 408285

CFS Equity Release

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