Financial Planning for the over 55's

Advice on Money are specialist equity release advisers , who specialise in offering a comprehensive financial planning service to over 55's. As such, we have no affiliation to one specific lender and will find the most suitable from a comprehensive range of different providers.

As we have over 10 years of experience in advising clients on the best ways of releasing equity in their property, we appreciate that you may have many questions relating to equity release and that's why; unlike some other equity release advisers, we firmly believe in offering you the chance to have a no obligation appointment with a trained and knowledgeable equity release adviser.

As specialist equity release advisers we are also able to offer impartial advice in other areas of financial planning relevant to retireed clients including:-

  • Helping you maximise returns from existing investments
  • Inheritance Tax planning
  • Providing helpful support and much needed advice on how to meet and pay for any long term care fees should this become necessary. For more information click here .

You can therefore be assured that we will not only be able to help you improve your immediate financial future through any equity release scheme, but also to be able to help you further throughout your retirement.

If you would like to book an appointment, then please click here.

"Equity release" includes home reversion plans and lifetime mortgages. To understand the features and risks ask for a personalised illustration.

The Financial Conduct Authority (FCA) do not regulate inheritance tax planning.

Advice On Money
Advice on Equity Release
freephone 0800 970 4882

Advice on Money is a trading style of Keith Hargraves who is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited is entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is, therefore, targeted at customers based in the UK

For researching and arranging a scheme for you we will charge a fee on completion, usually 1.5% of the amount released or facility arranged, with a minimum of £895.