Equity Release / Lifetime Mortgage

SW Financial Planning hold the necessary certificate to advise, and the dark stories people hear about Equity Release are a thing of the past

Typically, you will be looking to fund your income needs, grow your retirement aspirations – the once in the lifetime trip, say - or to gift to loved ones during your life; help the grandchildren onto the property ladder and/or witness the pleasure the monies can provide to your nearest and dearest.

RELEASING THE CAPITAL LOCKED UP IN YOUR HOME CAN BE A GREAT WAY TO MEET THESE ASPIRATIONS.

If Equity Release is suitable, there is no assessment of your affordability, and the monies can be for any purpose. SW Financial Planning hold the necessary certificate to advise, and the dark stories people hear about Equity Release are a thing of the past - a No Negative Equity Guarantee exists on all the lending options we recommend.

Furthermore, SW Law can help you with the legal requirements (conveyancing) of a purchase of property or re-mortgage.

Interested in this service?

If you would like an initial no obligation chat with a member of our team please get in contact.
We are happy to carry out meetings in person, over the telephone or by your preferred virtual platform.
01752 205202
01752 205205
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Conveyancing (Property)

SW Law are here to help and advise you with your property enquiry and/or concern...
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Finance

Conveyancing (Property)

SW Law are here to help and advise you with your property enquiry and/or concern...
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Wills

Making a Will is just one part of effective estate planning, no two situations are the same and we know that no two clients are the same.
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Finance

Wills

Making a Will is just one part of effective estate planning, no two situations are the same and we know that no two clients are the same.
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Lasting Power of Attorney

A lasting power of attorney (LPA) is a legal document that lets you appoint someone to make decisions for you.
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Finance

Lasting Power of Attorney

A lasting power of attorney (LPA) is a legal document that lets you appoint someone to make decisions for you.
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Testimonials

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“We used SW Law and Finance for equity release, and what can be a life-changing process was explained in detail, with excellent professionalism”

Lindsay R

Financial
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“We could not have had a more helpful and courteous experience. I would definitely recommend to others”

Cynthia & Susan

Property
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“An outstanding and friendly service as always, thank you”

Mr & Mrs C

Property
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“Excellent. Friendly staff and very professional. Thank you”

Francis P

legal
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