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To me, you will not be ‘just another client’. One thing I’ve learned in my decades of experience is that every new case is unique, and every client is a valued individual. As we explore your financial circumstances together, I will be able to pick the most suitable product to meet your plans and fulfil your dreams.
In order that you remain fully informed, I will also explain how equity release may impact your future – for example, should you wish to move house, downsize, or leave an inheritance for your family. Whilst equity release plans are extremely flexible these days, as with any mortgage secured against your home, you will need to understand the terms and conditions – and I will explain these in full.
Tanners Lane Lymington
I understand that nobody likes to feel pressured into a decision, especially one that involves their home. So I will ensure that every stage of the process is carefully explained and clearly communicated. I genuinely care that the decision you reach is the right one for you.
Together we will take the time to go through your broader financial situation to make sure you have the best advice for your needs. In addition to equity release, I can discuss other financial products including residential mortgages and Retirement Interest Only mortgages (RIOs). I am honoured to belong to the Equity Release Council, which ensures highly ethical practice across the industry, and you can rest assured that all my work is regulated by The Financial Conduct Authority (FCA).
Lymington Harbour

Personalised financial advice, based on your unique circumstances

Practical solutions for financial security and peace of mind

Open communication and discussion at every stage of the process

Exceptional standards – we have won industry awards for best practice

Access to the whole-of-the-market and a huge range of products
Everyone has questions about equity release
I’m sure you do too. I will happily meet you in person anywhere in the Lymington area. This could be at your home, or somewhere neutral if you prefer. I am also happy to talk on the phone or arrange a video conference if that’s more convenient.
How much equity release will you be able to access?
My equity release calculator will help you discover how much money could be available to you, taking into account the many factors that influence your ability to borrow against your home.
Don’t rush into a decision
I want you to take your time and not feel rushed – and I will also take my time with you, so we can go through all the questions you are sure to have.