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Equity Release / Lifetime Mortgage
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.
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?
We are happy to carry out meetings in person, over the telephone or by your preferred virtual platform.
A classic approach
Communication
We strongly believe in the benefits of developing long-lasting relationships with our clients.
We aim to be approachable, easily contactable and offer a broad, inter-discipline, assessment of client needs. We are happy to meet via telephone or virtual meeting, but still prioritise face-to-face meetings where possible.
Collaboration
We work closely across our departments to ensure that specialist knowledge and experience is accessed; when queries arise, there will always be someone available who understands and can deal with your concerns.
We are also keen to work alongside other key stakeholders and individuals; land agents, accountants, your existing solicitor or financial adviser, and of course, your family.
Community
As a firm we are keen to promote and involve ourselves in the community, and to support local charities and initiatives, such as Jeremiah’s Journey, St. Lukes, the Plymouth Argyle Community Trust (Project 35), Emotional Logic and the Ivybridge Brewery.
The South West is a beautiful places to live and we are proud to be based here, we’re therefore keen to help where we can.
Testimonials
“We used SW Law and Finance for equity release, and what can be a life-changing process was explained in detail, with excellent professionalism”
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“We could not have had a more helpful and courteous experience. I would definitely recommend to others”
“An outstanding and friendly service as always, thank you”
“Excellent. Friendly staff and very professional. Thank you”
Contact us
Lee Mill Industrial Estate
Ivybridge, Devon
PL21 9GD
United Kingdom
