All members in this category have an interest in the equity release market and some are direct contributors to the sales and advice process. All support the aims of the Council and its Standards, Code of Conduct and Statement of Principles. They include, but are not limited to, IT service providers, product services organisations, care advice service providers, arrangers and consultants.

Find a Member

Many firms listed as offering face-to-face advice are offering telephone advice and video calls during the pandemic. Please check with the individual firm.

Advise Wise logo-02

ADVISE WISE

Advanced and intuitive sourcing platform with an integrated Mortgage Club, built to simplify and streamline the advice process for advisers, enabling best outcomes for the customer.

2plan_logo_2008-huge

2PLAN WEALTH MANAGEMENT

2plan wealth management is a national advisory firm consisting of financial advisers and mortgage and protection specialists. Launched in 2007 it has grown to be one of the leading firms of financial advisers in the UK. The client experience is paramount and all our advisers pride themselves in building lasting professional client relationship.

SmallLogo

SIMPLY EQUITY RELEASE

Simply Equity Release provides guides & information to help you get the right equity release deal for you.

AVERY

AVERY & CO

RICS Chartered Surveyors specialising in the survey & valuation of residential property throughout North West England and North Wales.

Quilter FP logo Green RGB

QUILTER FINANCIAL PLANNING LTD

UK Financial Planning and Mortgage Network

kb-logo-web.png

KNOWLEDGE BANK

Knowledge Bank holds over 90,000 pieces of criteria in Residential, BTL, 2nd Charges, Equity Release, Self Build, Bridging & Commercial.

tenet-logo.jpg

TENET GROUP LTD

Formed over 25 years ago Tenet has a wide network of appointed representatives with highly qualified financial advisers & mortgage brokers.

openwork-logo.jpg

OPENWORK LIMITED

Openwork has been present in the financial advice market for almost 50 years, helping people around the UK to achieve their financial goals.

HLP-Logo

HL PARTNERSHIP

National advisory network supporting specialists that provide later life lending advice & service.

COVID-19 UPDATESMore details here