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The financial impact of 'Downsizing' should be properly understood before an Equity Release Scheme is recommended

Equity Release Analysis


Before you undertake any Equity Release solution it is important to understand the financial costs of doing so.


Emotionally, it may be difficult for people to leave the family home, but this does not justify any solution unless the client is fully aware of the potential financial loss.


Use our calculator to protect your advice, your business and your professional standing by making sure all your clients are fully informed.


"The financial position comparing
the value of Drawdown to the value of Downsizing
should be calculated to protect the quality of advice"