Financial Advisors

Our modern law firm with old fashioned family values at its heart has many years’ experience within the Equity Release Market.

Financial Advisers

How Do We Work?

Since our formation, our focus has been to deliver a bespoke Equity Release and Conveyancing service for our clients and financial advisor referrers. We believe in a personal approach with each client having their own dedicated case handler who will take care of the client from the offset to completion.

We always focus our service to ensure that each and every client is catered for in the best way for that individual client.  We review the client’s legal offer pack and prepare tailored advice, dealing with all aspects of the offer and dealing with any related conveyancing issues which may arise in respect of the title.  We then instruct one of our nationwide qualified Consultants to attend on our client for their face to face visit, where they talk the client through our legal advice, the legal paperwork and collect any additional documentation we require.  The whole process is aimed at ensuring our clients are fully informed and are not intimidated by the legal process.

Our dedicated staff are always available via phone or email.

We always aim to complete transactions as quickly as possible, for the benefit of our clients, whilst maintaining our friendly yet professional approach.

Speak to a team member