Equity Release Re-mortgage

Please complete the form below and click "Submit"
The items marked * are required.

These details are being collected as background information
for use when arranging an appointment with you.  

General Details

Name
(First life)

*

Date of birth
(First life)

*    Current Age 
both/sole applicant must be 55+

Marital status
(First life)

*

Address*

Telephone Number

*

E-mail address

*

Property

Type of property

*

Is the property freehold or leasehold?

*

If leasehold - number of years left on lease (must be at least 75 years)

What are the walls made of?

*

What is the roof made of?

Estimated current value of property (must be worth at least £40,000 or £50,000 if sheltered accommodation)

£ *

When did you take the loan out?

*

What type of scheme is it?

*

If a reversion - What percentage have you previously sold?

%

For all types - Which company did you take it with?

*

If a Lifetime Roll Up or Shared Appreciation, how much do you now owe? (This can be obtained by contacting your existing provider)

£

If a Lifetime Roll Up and you do not know how much you now owe, how much did you originally receive?

£

Why are you looking to re-mortgage your existing Equity release plan?

*

If to take more, how much more do you need?

£

Loan details

If you want more - please state for what purpose

Are you still in any Early Repayment Charge/Penalty period?

*

If yes - how much is it?

£

I authorize you to use this information to acknowledge receipt of my information,to communicate with me regarding my enquiry, and to send me relevant information and offers from your company.
(If you do not want to receive information please untick box)

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


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.