“Deciding to release equity from your home is a big decision, and that is why, unlike most, we are committed to offering face to face advice, although if you prefer, phone or video call is fine too. We are committed to delivering a truly outstanding level of customer service all of the time.”
Smart Equity Release are based on The Wirral, but we are able to offer advice nationally.
SMART EQUITY RELEASE
Richard Jones CeMAP CeRER DipPFS Director & Equity Release Adviser
Our Commitment to you
We offer whole of market equity release advice and will recommend you the most suitable product for your needs.
We are dedicated in delivering the best possible outcome for all of our customers, therefore, if we do not think equity release is right for you, we will tell you
We will conduct at least two meetings with you, so that you have plenty of time to consider our discussions and advice.
We never charge any upfront advice fees. Our advice fee is fixed at £1,500, and is only paid when and if your equity release completes.
We will explain things clearly and will keep you fully updated throughout the process.
We can offer advice either face to face, via video call or over the phone, what ever you prefer.
We will endeavour to deliver an outstanding customer experience.
We will respond promptly to any queries.
Proud to be members of The Equity Release Council
The Equity Release Council is a voluntary body which aims to ensure that its members are highly professional and act with integrity and transparency in offering high-quality products and services to customers.
Through these standards, members can guarantee their customers that they offer products and services which conform to the best practices of the sector, ensuring customers are fully informed and properly protected.
As the later life financial planning market continues to attract more interest, product providers are competing to be more innovative, this, in turn, helps to provide more choice for customers when it comes to unlocking the equity tied up in their homes.
Smart Equity Release advise on lifetime mortgages. To understand the features and risks, please ask for a personalised illustration. Check that this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit. If you are in any doubt, seek independent advice.
Find out how much of your equity you can release by contacting us today
by phone
by email
RICHARD.JONES@SMARTLATERLIFE.CO.UK
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Important Information for you to know
Smart Equity Release Ltd is an appointed representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority. Smart Equity Release Ltd is registered in England and Wales. Company No: 13238659. Registered address is 5 Tudor Grange, Wirral, CH49 1TD.
You will not be expected to pay an advice fee upfront. The advice fee is fixed at £995 and will only be payable when and if the lifetime mortgage completes.
Smart Equity Release advise on lifetime mortgages. To understand the features and risks, please ask for a personalised illustration. Check that this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit. If you are in any doubt, seek independent advice.
Equity release will reduce the value of your estate and will reduce the amount of inheritance you leave. Inheritance tax is not regulated by the Financial Conduct Authority.