We offer a fee free, expert advice service, tailored to your requirements. Independent, impartial advice from the whole of the market. Our office is based in Winton, Bournemouth. We service all areas within Dorset & Hampshire. To arrange an appointment. Online, telephone or in Person. Call 01202 084064

Estate Financial Planning established in 2012, has many years' experience providing practical financial planning advice to people, families and businesses.

Would you like to learn more about equity release? I would be happy to answer any questions that you or your family have in a relaxed and pressure free chat in your own home or by telephone. My advice is whole of market and our initial conversation and guidance is without cost. Equity Release, including Lifetime Mortgages and Home Reversion Plans, will reduce the value of your estate and can affect your eligibility for means tested benefits.

Asquith Financial Services is a Multi-award-winning high-quality advice service based in Colchester, Essex. We provide advice on Lifetime mortgages, as well as mortgage and protection products. Neil is proud to have been awarded a Top adviser award from Vouched for for 2021, 2022, 2023 and 2024 directly as a result of customer feedback on the service he provided them. He has also been recognised, being highly commended in the Just Group Vulnerability awards in 2021 for his work with Vulnerable customers and highly commended at the answers in retirement Later life adviser of the year 2023. Neil is a credited as a Laterlife lending Professional with the London Institute of Banking and Finance. Neil is also a member of the Equity Release Council Adviser Forum, The Financial Vulnerability Task force and is also a Dementia Friend.

Henry Dannell offers advice on a comprehensive range of mortgages and Later Life finance.

How Can We Help You Our vision is to create an equity release and later life mortgage advice service that is straightforward and simple for our clients to access. We only employ highly trained specialist advisors to deliver clear and transparent advice to ensure you receive a bespoke, tailored solution to your needs. We remove as much risk as possible by offering qualified advice, upfront and without charge so you understand the proposed solution before proceeding or incurring any costs. Our team will keep you updated and informed during the progress of the application and we will actively manage the case to ensure it moves from application to completion in the fastest time possible. We are Directly Authorised and Regulated by the FCA and qualified to advise on: • Lifetime Mortgages (Equity Release) and • Retirement Interest Only Mortgages

Our unique service offers bespoke independent advice on all forms of later life lending solutions, including Equity Release, from our fully qualified advisers

Graham provides clear, coherent and professional advice on equity release. Ebor Mortgages are a whole of market, independent mortgage brokerage based in York. Graham can look at all later life mortgage needs including Retirement Interest Only and Equity Release options. Ebor Mortgages provide a free initial consultation and a guarantee of no broker fees payable until your case has completed. We will take the time to understand your needs and priorities, with tailored equity release advice for your personal circumstances.

At WTW (NASDAQ:QTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organisational, resilience, motivate your workforce and maximise performance. Working shoulder to shoulder with you, we uncover opportunities for sustainable success – and provide perspective that moves you.

The purpose of PIC is to pay the pensions of its current and future policyholders. PIC provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. At half year 2023, PIC had insured 339,900 pension scheme members and had £44.9 billion in financial investments, accumulated through the provision of tailored pension insurance buyouts and buy-ins to the trustees and sponsors of UK defined benefit pension schemes.