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The equity release specialists to meet all your needs!

Welcome


Is equity release the solution that you are looking for?


Well, that depends. Are you in retirement and a home owner who is looking for an additional source of income? Well, equity release provides a way to unlock a proportion of the value that you have in your home for cash. This money can allow you to have a safe and secured retirement and to enjoy additional benefits.

We at FITZ & WIMARC Financial Planning can provide you with the equity release guidance and support that you need.

 

We will carefully review your personal circumstances and situation and help you see how equity release will personally affect you.

 

We will conduct a free, no obligation consultation in the comfort of your own home. It is advisable to have your family with you.

 

We will help you to find the right equity release product from a range of selected providers.

What can equity release be used for?

When you choose for an equity release scheme, you get money from your property while you stay in your home. With this money, you can

Improve or repair your home

Go on holiday or buy a new car

Clear any existing debts that you may have 

Are you eligible for equity release?

There are just three requirements that must be met for you to be eligible for equity release:

You must be 55 years and older. If you are applying as a couple, the age of the youngest partner will be used as the basis. 

You must be the owner of your home.

Your home must be valued at £70,000 or more.

 

Making the right choices

When it comes to equity release, it is important that you make the right choices. You need to consider all the risks and the alternatives. Our financial advisors will carefully go through all of the options and solutions with you. They have just one goal in mind and that is to make sure that you have an assured future. Our main aim is to help you make the right choices considering your personal circumstances and if for any reason, equity release is not the right option for you based on your personal circumstances, we will let you know because your future is our main concern.

As we stated earlier, it is important that you not only seek our help and advice but that you involve your loved ones in the process because the decision that you take will affect them as well. 

Our help will help you find to the right product. We will bring you into contact with the best equity release providers in the UK and make sure that you get the financial advice and guidance that you need to ensure your road to an assured future. 

Please call us today to find out what we can do for your or to book your free, no obligation consultation with one of our advisors. It will be our pleasure to be of service to you and provide you with excellent advice and guidance.

 

 

Our Services

Testimonials

Don't just take our word for it. Here is what our clients have said about us.

Jonathan T. Taylor

We must say that we have been very satisfied with their recommendations which have enabled both me and my wife to enjoy the financial comforts in retirement.  This is a  company that is always friendly, helpful and understanding of our needs.

John S. Huber

We would like to thank you for the valuable financial advice that you have given to us throughout the years. Thank you for your prompt response to our enquiries and for always taking the time to make sure that we fully understand our options.

Denny C. Ratliff

My wife and I just donated a substantial amount to a local charity. We were able to do this because of the extra income that we received from releasing equity from our property. Thank you for helping us to help others.