Services: Pension Transfer Services
Services: Investment Services
Services: Equity Release
We are an independent financial adviser and can advise on Equity Release and Lifetime Mortgages.
We are proud to be a member of the Equity Release Council which promotes very high standards of conduct and practice in the provision of advice on equity release and to the characteristics of products, for your added peace of mind. Specifically, customers of Equity Release Council members enjoy three levels of protection, encompassing a structured financial advice process, the requirement and the right to independent face-to-face legal advice and product safeguards including but not limited to security of tenure and a no negative equity guarantee.
We DO NOT charge a fee for our services for Equity Release as we are paid a procuration fee by the lender. We offer an initial consultation to discuss your options and establish how we can assist you.
We have been helping individuals and families protect and grow their wealth since 2004. We are wholly independent and believe in creating long term relationships through a highly personalised service. We aim to be a trusted guide, available to talk to, and proactive at identifying ways to help you meet your goals.
Pete Miller has over 17 years’ experience as an FCA-regulated financial adviser, helping people achieve their retirement goals.
We do not charge a fee for the advice we will provide you. We will be paid a procuration fee by the Lifetime Mortgage provider.
Some Lifetime Mortgages have arrangement fees and survey fees, which can be added to the loan amount if required. Your legal adviser will also charge you a fee for their advice. There may also be a redemption fee levied by some lenders. All fee will be disclosed in advance of you taking out a Lifetime Mortgage.
Risk Warning – This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.