Julia is lead equity release life time mortgage adviser Bournemouth Dorset
I am not a saleswoman. I will provide you with advice that I believe with enhance your life and that of your family. If it transpires that equity release is not the best option for you then I will tell you. If you are not sure that later life lending and equity release is for you or not, I offer independent, honest and ethical advice during a no obligation initial chat with no pressure to proceed. You will feel in control of the whole process.
Whole of market and independent advice
As your adviser I will research and compare the whole equity release market by accessing the lowest rates and tailoring each plan to your personal needs. I will work tirelesly to uncover the best possible plan for you.
Qualifications and authorisation
I have worked in the finance industry for over 20 years and not only do i have required equity release certificate, I also have the Financial Planning Diploma Level 4 (QCF) as part of my commitment in providing high standards of later life lending and equity release advice. To maintain these high standards in equity release advice I am a member of the Equity Release Council and have my own registration with the Financial Conduct Authority (number 779271).
I am also supported by one of the largest network of Financial Advisers across the UK who also ensure I stay up to date with developments in the equity release mortgage market and in UK financial regulation. Combining this support with my knowledge and expertise will help you get to where you want to be. I have good relationships with local solicitors and Indepedendent Financial Advisers who regularly recommend me to their clients.