Financial and Property Solutions for Retirement Planning
We offer personalized, one-to-one advice to homeowners in South London, Surrey, and Sussex on all aspects of planning for retirement, particularly: Downsizing your home, Re-finance, Wills, Power of Attorney, Trusts etc..
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Manage Your Home Wisely for a Comfortable Retirement
Your home is your biggest asset. Ensure it provides for a comfortable retirement with our expert advice. If you need to raise money, enhance your pension arrangements and/or reserve funds for potential care then there are two main options:
Our Bespoke Downsizing Service (BDS) includes sourcing suitable properties advising on sale & purchase plus managing the move...
Advice on the financial options available in conjunction with our FCA regulated partners...
Pay off your existing mortgage and/or debts
Repay your existing mortgage or debts for financial peace of mind in later life. Free up a lump sum or smaller amounts over time following an initial release - choose the best option to help you be in control.
Wills, Trusts and Powers of Attorney
Protect your future and that of your family with the use of simple tools such as up to date Wills, Family Trusts and Powers of Attorney. People of ALL ages and financial status should consider these options.
Move or Stay in the home you love
From transforming your bathroom to installing a stairlift, by unlocking tax-free cash with a lifetime mortgage, you can make the changes needed to stay in the home you love for as long as you choose.
Personalized Advice Tailored to Your Needs and Goals
Richard Elphick Cert II (MP&ER): "we understand that everyone's financial situation is unique. That's why we offer personalized advice and tailored solutions to help you achieve your goals"
Complete Discretion
We value your privacy and ensure complete discretion throughout the entire process.
Home Visits
Our experienced advisors are available to meet you in the comfort of your own home.
Get in Touch
Have any questions? Contact us for personalized advice.
07970 069124