How We Work

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The report reveals the costly mistakes people make and how to avoid them.

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To Speak To An Advisor, Call On 01923 254760

How We Work

How We Work

You can choose how you wish to contact us for information. You can either :

Contact us and we will tell you more about equity release and confirm what your options are.

We offer a full advice and recommendation service. This means that we will compare every UK equity release plan and recommend which one we feel suits your needs the best.

We will email / post your Personalised illustration and report. These documents will lay out in plain english, whether we recommend equity release or not, which plan from the market we recommend along with our reasons, as well as draw your attention to the costs and any risks you should be aware of, such as any effect on tax, or on any State Benefits you may receive.

Upon receipt of this information, You can call or email us with any further questions you may have. You will not be obligated in any way to proceed with our recommendation and you will not be charged any fees if you decide not to proceed with our recommendation.

If you decide to complete an application, we complete all the forms and paperwork and will arrange the application completely. We will liaise with the plan provider and solicitors throughout to ensure that the application runs smoothly and use our experience to overcome any Problems should they arise.

About James Blair

I have been an Independent Financial Adviser since 1987 and I am a FCA qualified Equity Release and Long Term Care adviser. I provide Independent Equity Release Advice and cover the whole of the market.

I work to your priorities. Call me on 01923 254760 if you would like discuss your Equity Release situation.

You can choose either a telephone or in-person meeting, which-ever is convenient for you.

There is no charge or obligation for this meeting.

This review will be at my expense.

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I am writing to tell you that we are extremely happy with the way in which you have arranged an Equity Release for my mother-in-law. I would imagine that this can be a process fraught with anxiety for older people but in this instance there was no such trauma.

This is entirely due to your gentle and reassuring manner, your patience in answering our many questions and the clarity with which you presented the information we needed. The Equity Release is now complete and we are very happy and relaxed knowing that she can spend the rest of her life in her home. Thank you again.

David S. - Rickmansworth, Herts.

I found the service and advise you gave me a great help. You explained the different options and procedure clearly and kept me informed of all transactions as they happened. I thought your fees were very reasonable and fair. I would be more than happy to recommend your services. P.S The wine was lovely, thank you very much.

Julia G - Oxford

James explained the details clearly and James was readily available to answer any questions. I am happy with the plan James recommended for me

Gillian S - Slough

James made everything clear to understand and was very friendly. James did everything he said he would do.

Ron T - Essex