Whether it’s a place to put down roots or an investment, a temporary bolthole or a ‘forever’ home, your home – and/or any commercial properties you may purchase – is likely to be your biggest financial asset, as well as your heftiest personal debt.

Our group partner, Succession Financial Management*, is able to search the whole market to source the best products and rates, along with insurances and tax planning (if applicable), to secure the best package for you.  They can also carry out reviews of your mortgage as part of your ongoing financial plan.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Equity release may involve a lifetime mortgage or a home reversion plan. To understand the features and risks, please ask for a personalised illustration.

This is all part and parcel of the financial plan which we create to suit just you.

*Please note that all advice relating to a mortgage contract and protection policies will be conducted through Succession Financial Management Ltd (SFM), a subsidiary of Succession Group Ltd.  You will receive a SFM Letter of Engagement to review and sign prior to any work being undertaken.  However, Independent Women will continue to be your representative.

Typical fee:  1% of the loan, subject to a minimum of £250 and a maximum of £500, payable once a decision in principle has been secured from the recommended lender.  We will also be paid commission from the lender once the loan completes.  Fee Example #1:  loan required £50,000 x 1% = £500, Fee Example #2:  loan required £250,000 x 1% = £2500 exceeds cap so only £500 fee.