‘We know that the extra money can be life changing. Whether to help your family, make home improvements, settle outstanding commitments, or allow you to travel. Yet with any kind of equity release there’s a lot to think about. We’re here to help you make sense of it all. That way you can release equity in a way that suits you.
One of our specialist advisers will consider all your options before recommending equity release.
Mobile: 07932 606 112 Office: 01268 286 870
As a Senior Financial Planning Consultant at CDC Consultancy Ltd, I provide an individual, independent equity release advice service and have been providing peace of mind for my clients as a financial planner for over 30 years.
Mobile: 07757 355 382 Office: 01206 986 545
I have been a financial adviser for 14 years. Initially as a mortgage adviser for an Estate Agency. I passed by diploma exams in 2012 and have been an equity release specialist for 4 years. I am a caring and considerate adviser who puts the needs of the client first. All initial consultations are free of charge.
When releasing equity, it is important to understand your current needs and your future wants. This is because using a portion of your property wealth now may reduce the value of your estate in time and could affect your entitlement to means-tested benefits.
If you think equity release may suit you, The CDC Equity Release Service can help. An expert adviser will be glad to guide you through the process and offer recommendations in a no-obligation meeting. If the adviser recommends a product and you decide to go ahead with it, they can handle the application with your provider and make the process as easy as possible.’
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CDC Consultancy Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
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