Hello there, my name is Julia Crump and I am a fully qualified and experienced later life and equity release adviser. Releasing equity release from your home is a big decision and as your adviser i will:
· Talk you through your options;
· Establish if equity release is right for you and if it isn't, I'll tell you;
· Advise you on how much you can borrow;
· Answer any questions you have;
· Talk you through the process.
INDEPENDENT AND KEY VALUES:
Dorset Financial Planning Equity Release (or DFP Equity Release) is an independent business and based on the south coast in Bournemouth, Dorset serving the county, Hampshire, Wiltshire and Sussex and beyond. I provide advice based on Retirement Interest Only and Lifetime Mortgage (otherwise know as equity release).
WHOLE OF MARKET:
As your independent and whole of market adviser, I will research the market to access the lowest interest rates and most suitable product with the following key values:
- Offering products and advice you can put your trust in.
- Plans that are fully explained to you.
- Market leading expertise and customer service.
- Some products are award winning.
SMALL ENOUGH TO LISTEN AND RESPOND:
Dorset Financial Planning Equity Release is independent and small enough to listen and respond by providing a personal, impartial and attentive service and I will see the process from the beginning to end (not passing you over to someone else at any point), whilst also benefitting from the support of an adviser network that assists other advisers like myself on regulatory and legal responsibilities, ongoing financial product development, lender exclusives, Financial Conduct Authority representation and administration. Therefore benefitting from both worlds.
PERSONAL SERVICE AND EXPERIENCE
As your adviser at DFP Equity Release, I put good customer outcomes at its heart with a personal service and happy to go at your pace. Best advice and lasting customer satisfaction is paramount and the reason my business is growing from strengh. With many years experience as a specialist equity release adviser, I have helped people release money from properties large and small. Whether is is quality face to face advice, on the phone or via an online application such as Zoom or Teams, I will give you all the help you need to achieve your objectives.
I actively encourage family members or friends to be involved with discussions and the decision-making process. It is up to you of course whether or not you do have a third party present during our meetings and I can present the information in a way you may feel easier to understand or if you require longer to consider my advice please let me know. I will do my utmost to answer any of your questions so you understand and can make informed decisions throughout the advice process and afterwards.
FIND OUT MORE:
For a free, no obligation consultation to find out if equity release lifetime mortgages are the right choice for you:
Call on 01202 416856 or 07862 708429 or email: email@example.com
It may not be right for your circumstances, and if that is the case, I will advise you accordingly. It is also important to discuss this with anyone that your choices may impact in the future, particularly your family. Equity release mortgage may affect the value of your estate and your entitlement to means-tested state benefits. As your adviser, I will talk you through this and the setting up costs before you make any decision to proceed.
TRANSPARENCY AND ACCOUNTABILITY
DFP Equity Release is regulated by the Financial Conduct Authority and proud member of the Equity Release Council (ERC).