Equity Release Associates

Equity Release Associates - Mortgage Advice Leeds | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Equity Release Associates

At Equity Release Associates, my primary focus is to guide clients through the often complex world of equity release options. Based in Leeds, I specialise in helping homeowners over 55 unlock the potential value of their properties to enhance their retirement lifestyle. Understanding the nuances of equity release is critical; I take pride in demystifying the process and addressing any concerns that clients may have about accessing their home equity. I recognise that each client's situation is unique, which is why I ensure a thorough assessment of their individual financial landscape. This involves an in-depth discussion about goals, future plans, and current obligations, enabling me to provide informed, relevant advice. My commitment lies in empowering clients to make confident decisions regarding their financial futures. The landscape of equity release products can be daunting, with various options available. I stay abreast of the latest market developments and regulatory changes to ensure that the information I provide is accurate and up-to-date. Whether it's a lifetime mortgage or a home reversion plan, I take the time to explain the intricacies of each product, allowing clients to weigh their choices effectively. Throughout the entire process, my aim is to create a transparent and educational experience. I guide clients step-by-step, from the initial consultation to the completion of the equity release plan. I encourage open communication, ensuring that clients feel comfortable asking questions at any stage. My approach is not just about securing equity; it's about fostering a deeper understanding of how these products can fit into a broader financial strategy. I also provide insights into potential implications for inheritance and long-term care, ensuring that clients are aware of their options and any impacts on their estate. Equity Release Associates celebrates the opportunity to work with clients who are looking to enrich their lives in retirement.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(1 reviews)

Martin Judge

24 Aug 2022

We have just gone through this company for our Equity Release on our property, and I have to say it was quite a pain free experience. The amount of paperwork which arrived through our post box was quite daunting!! We needn't have worried, as the expert staff (notably Jackson Ellis),were superb. If you are thinking about making this very important decision, I implore you to give this company serious thought. We made the correct decision and I'm sure you will.