A family business established in Ipswich in 2001. Please ask for our Equity Release specialist, Mike Hodgetts, to discover how you could release some of the equity in your home. Understanding our clients’ circumstances and requirements is key in offering the best advice and this is the first step in our process. Almost all of our business comes by recommendation from our clients and professional contacts. We are happy to meet you at our office or your home or workplace. We research the whole of the market allowing us to recommend the most suitable solutions. Our financial advisor Nick (father) has over 35 years of experience in financial services and started the business in 2001. Mike (son) joined the business in 2015 as a qualified mortgage and Equity Release adviser. We understand that using Equity Release can have an impact on future generations so it is important to include your family in this decision.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits