We offer our services to clients over 55 guiding them through the choice of products. We can ensure you get the best possible support and advice before making any decisions.
We are whole of market advisers but limit our choice of providers to those who adhere to The Equity release Council rules.
Steve Coleman, a Director of The Mortgage & Financial Advice Shop Ltd, has been advising on mortgages for over 30 years. He started to advise on Equity Release products in 2007 and has helped many clients raise capital from their homes.
We will provide you with full unbiased advice on equity release from the many schemes available in the market once we have an understanding of your circumstances and aspirations. We can arrange to see you at your home or in our office in Kenton depending on your preference. We would encourage you to have family or friends present during the meeting but if you prefer not advise your beneficiaries that is also acceptable.
Quality advice is built on trust and we have established a reputation for delivering on our commitment to our clients. The core parts of this ‘service charter’ are:
- Providing you with a clear, concise and accurate information about how we conduct our business, and where applicable all the costs and charges involved.
- Providing choice from across the market to ensure a product is best suited to your needs.
- Handling any concerns or complaints sympathetically
- Treating your personal details in a fully confidential way
- Clearly explaining any product or services we may recommend and answering any questions you may have at any time
- Ensuring all staff are fully trained and updated on all the latest products and requirements to provide a high-quality service to you
- Each client is asked to comment on the service they receive from The Mortgage & Financial Advice Shop Ltd and if necessary, changes are made.
A large share of the business of the Mortgage & Financial Advice Shop Ltd comes from personal recommendation, from both customers and professional advisers who feel confident that our professional and customer focussed service can deliver only the very highest standards now and in the future.
To understand the features and risks of an Equity Release plan, ask for a personalised illustration. For our advice we charge a fee of typically 1% of the loan (minimum of £750)
For a free initial consultation, contact Steve Coleman on 0208 9077714