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EQUITY RELEASE

Advice on Equity Release is conducted by Monica Bradley Associates Wealth Management which is a trading name of MABWM Limited. MABWM Limited is an Appointed Representative of TenetConnect Limited which is authorised and regulated by the Financial Conduct Authority.

We understand that home is where the heart is, and that for many people, the key to a great retirement is staying in their current property.

For those typically over the age of fifty-five, Equity Release can provide you with a solution to raise capital from your home and / or to provide an additional income. Although of course it’s always possible to sell a larger property and downsize to release funds, there are many reasons why clients may prefer to stay in their home and instead use an Equity Release product to fund home improvements, provide additional income, fund long term care, to purchase another property or perhaps to provide a financial gift to loved ones or settle a mortgage.

Whilst there are benefits of equity release, the benefits need to be weighed up alongside potential drawbacks, such as equity release can be; expensive; impact on you being able to claim certain state benefits and your personal tax position; impact on local authority grants / other grants; and potentially erode any inheritance passed down to loved ones. Also, there may be alternative options available to you which are more suitable for your individual circumstances.

It is advised that customers seek independent legal advice before entering into a legally binding equity release contract.

We have Equity Release specialists within our team who are able to outline all the available options to you, and provide a suitable solution based on your individual needs, circumstances and preferences. Don’t worry as we can help you understand all the features and drawbacks so you can make a fully informed decision.

EQUITY RELEASE MAY REQUIRE A LIFETIME MORTGAGE OR HOME REVERSION PLAN.
TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION.

Monica Bradley Associates Wealth Management is a trading name of MABWM Ltd, which is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.

TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

MABWM Ltd is registered in England and Wales under reference: 07090185. Trading address and registered office: Capital House, Pride Place, Derby, Derbyshire, DE24 8QR

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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